KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-585
| Closed | -$38K | – | 72 |
|
|
2022
Q4 | $38K | Buy |
+585
| New | +$38K | 0.04% | 78 |
|
|
2021
Q3 | – | Sell |
-3,623
| Closed | -$286K | – | 64 |
|
|
2021
Q2 | $286K | Sell |
3,623
-310
| -8% | -$24.5K | 0.11% | 110 |
|
|
2021
Q1 | $298K | Hold |
3,933
| – | – | 0.16% | 101 |
|
|
2020
Q4 | $287K | Buy |
3,933
+521
| +15% | +$38K | 0.17% | 95 |
|
|
2020
Q3 | $217K | Sell |
3,412
-382
| -10% | -$24.3K | 0.16% | 97 |
|
|
2020
Q2 | $231K | Buy |
3,794
+24
| +0.6% | +$1.46K | 0.21% | 93 |
|
|
2020
Q1 | $202K | Buy |
3,770
+690
| +22% | +$37K | 0.23% | 79 |
|
|
2019
Q4 | $214K | Buy |
+3,080
| New | +$214K | 0.18% | 96 |
|