JWM
Jacobus Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,397
| Closed | -$480K | – | 231 |
|
|
2016
Q1 | $480K | Hold |
8,397
| – | – | 0.14% | 121 |
|
|
2015
Q4 | $493K | Buy |
8,397
+3,000
| +56% | +$176K | 0.14% | 126 |
|
|
2015
Q3 | $309K | Hold |
5,397
| – | – | 0.09% | 161 |
|
|
2015
Q2 | $343K | Buy |
+5,397
| New | +$343K | 0.09% | 162 |
|
|
2014
Q1 | – | Sell |
-1,736
| Closed | -$116K | – | 310 |
|
|
2013
Q4 | $116K | Buy |
+1,736
| New | +$116K | 0.03% | 278 |
|