J.W. Coons Advisors’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
Q2 | – | Sell |
-2,927
| Closed | -$216K | – | 250 |
|
|
2022
Q1 | $216K | Buy |
+2,927
| New | +$216K | 0.06% | 247 |
|
|
2021
Q2 | – | Sell |
-9,110
| Closed | -$692K | – | 218 |
|
|
2021
Q1 | $692K | Buy |
+9,110
| New | +$692K | 0.25% | 104 |
|
|
2020
Q4 | – | Sell |
-9,110
| Closed | -$580K | – | 207 |
|
|
2020
Q3 | $580K | Buy |
+9,110
| New | +$580K | 0.24% | 114 |
|