KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27
| Closed | -$2K | – | 74 |
|
|
2022
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 112 |
|
|
2021
Q3 | – | Sell |
-22,143
| Closed | -$2.38M | – | 65 |
|
|
2021
Q2 | $2.38M | Sell |
22,143
-59
| -0.3% | -$6.33K | 0.95% | 27 |
|
|
2021
Q1 | $2.23M | Buy |
22,202
+1,679
| +8% | +$169K | 1.17% | 26 |
|
|
2020
Q4 | $2.07M | Buy |
20,523
+3,356
| +20% | +$339K | 1.22% | 24 |
|
|
2020
Q3 | $1.54M | Buy |
+17,167
| New | +$1.54M | 1.13% | 26 |
|