INR Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $7K | Hold |
111
| – | – | ﹤0.01% | 50 |
|
2018
Q4 | $7K | Buy |
111
+48
| +76% | +$3.03K | ﹤0.01% | 54 |
|
2018
Q3 | $4K | Sell |
63
-602
| -91% | -$38.2K | ﹤0.01% | 39 |
|
2018
Q2 | $45K | Hold |
665
| – | – | 0.01% | 27 |
|
2018
Q1 | $46K | Sell |
665
-1,269
| -66% | -$87.8K | 0.01% | 23 |
|
2017
Q4 | $136K | Hold |
1,934
| – | – | 0.02% | 14 |
|
2017
Q3 | $132K | Sell |
1,934
-406
| -17% | -$27.7K | 0.02% | 13 |
|
2017
Q2 | $153K | Buy |
2,340
+669
| +40% | +$43.7K | 0.02% | 13 |
|
2017
Q1 | $104K | Sell |
1,671
-153
| -8% | -$9.52K | 0.02% | 24 |
|
2016
Q4 | $105K | Hold |
1,824
| – | – | 0.02% | 26 |
|
2016
Q3 | $108K | Hold |
1,824
| – | – | 0.02% | 24 |
|
2016
Q2 | $102K | Sell |
1,824
-387
| -18% | -$21.6K | 0.02% | 25 |
|
2016
Q1 | $126K | Hold |
2,211
| – | – | 0.02% | 23 |
|
2015
Q4 | $130K | Hold |
2,211
| – | – | 0.02% | 23 |
|
2015
Q3 | $127K | Hold |
2,211
| – | – | 0.03% | 23 |
|
2015
Q2 | $140K | Sell |
2,211
-334
| -13% | -$21.1K | 0.03% | 23 |
|
2015
Q1 | $163K | Sell |
2,545
-6,665
| -72% | -$427K | 0.03% | 24 |
|
2014
Q4 | $560K | Sell |
9,210
-374
| -4% | -$22.7K | 0.11% | 21 |
|
2014
Q3 | $615K | Buy |
9,584
+192
| +2% | +$12.3K | 0.13% | 25 |
|
2014
Q2 | $642K | Sell |
9,392
-1,400
| -13% | -$95.7K | 0.13% | 25 |
|
2014
Q1 | $725K | Sell |
10,792
-259
| -2% | -$17.4K | 0.16% | 26 |
|
2013
Q4 | $741K | Sell |
11,051
-226
| -2% | -$15.2K | 0.17% | 25 |
|
2013
Q3 | $719K | Sell |
11,277
-77
| -0.7% | -$4.91K | 0.19% | 25 |
|
2013
Q2 | $651K | Buy |
+11,354
| New | +$651K | 0.18% | 26 |
|