Kays Financial Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,845
| Closed | -$297K | – | 108 |
|
|
2019
Q2 | $297K | Hold |
4,845
| – | – | 0.05% | 92 |
|
|
2019
Q1 | $295K | Buy |
4,845
+375
| +8% | +$22.8K | 0.06% | 91 |
|
|
2018
Q4 | $246K | Sell |
4,470
-168
| -4% | -$9.25K | 0.06% | 88 |
|
|
2018
Q3 | $297K | Buy |
4,638
+153
| +3% | +$9.8K | 0.06% | 73 |
|
|
2018
Q2 | $284K | Buy |
+4,485
| New | +$284K | 0.06% | 69 |
|