Inlet Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,390
| Closed | -$212K | – | 131 |
|
2022
Q2 | $212K | Hold |
3,390
| – | – | 0.06% | 127 |
|
2022
Q1 | $250K | Hold |
3,390
| – | – | 0.06% | 129 |
|
2021
Q4 | $267K | Hold |
3,390
| – | – | 0.06% | 126 |
|
2021
Q3 | $264K | Hold |
3,390
| – | – | 0.07% | 125 |
|
2021
Q2 | $267K | Hold |
3,390
| – | – | 0.07% | 123 |
|
2021
Q1 | $257K | Hold |
3,390
| – | – | 0.07% | 120 |
|
2020
Q4 | $247K | Hold |
3,390
| – | – | 0.08% | 122 |
|
2020
Q3 | $216K | Hold |
3,390
| – | – | 0.08% | 121 |
|
2020
Q2 | $206K | Buy |
+3,390
| New | +$206K | 0.08% | 123 |
|
2020
Q1 | – | Sell |
-3,390
| Closed | -$235K | – | 132 |
|
2019
Q4 | $235K | Buy |
+3,390
| New | +$235K | 0.08% | 134 |
|