Integrated Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-56
| Closed | -$4K | – | 433 |
|
|
2016
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 945 |
|
|
2016
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 952 |
|
|
2016
Q1 | $4K | Buy |
56
+50
| +833% | +$3.57K | ﹤0.01% | 876 |
|
|
2015
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1319 |
|
|
2015
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1323 |
|
|
2015
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1373 |
|
|
2015
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1305 |
|