Isthmus Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-630
| Closed | -$43K | – | 180 |
|
2018
Q3 | $43K | Hold |
630
| – | – | 0.01% | 192 |
|
2018
Q2 | $42K | Hold |
630
| – | – | 0.01% | 186 |
|
2018
Q1 | $44K | Hold |
630
| – | – | 0.01% | 181 |
|
2017
Q4 | $44K | Hold |
630
| – | – | 0.01% | 181 |
|
2017
Q3 | $43K | Buy |
630
+37
| +6% | +$2.53K | 0.01% | 182 |
|
2017
Q2 | $39K | Buy |
+593
| New | +$39K | 0.01% | 192 |
|