Jolley Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $439K | Buy |
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|
2018
Q2 | $421K | Hold |
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|
2018
Q1 | $447K | Hold |
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|
2017
Q4 | $452K | Hold |
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|
2017
Q3 | $447K | Hold |
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|
2017
Q2 | $423K | Hold |
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|
2017
Q1 | $412K | Hold |
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|
2016
Q4 | $387K | Buy |
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|
2016
Q3 | $358K | Hold |
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|
2016
Q2 | $333K | Sell |
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|
2016
Q1 | $397K | Buy |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $356K | Hold |
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|
2015
Q2 | $403K | Hold |
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|
2015
Q1 | $410K | Hold |
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|
2014
Q4 | $393K | Buy |
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|
2014
Q3 | $356K | Hold |
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|
2014
Q2 | $382K | Buy |
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|
2014
Q1 | $306K | Buy |
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|
2013
Q4 | $288K | Buy |
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