KWMG
King 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,835
| Closed | -$561K | – | 113 |
|
|
2015
Q2 | $561K | Buy |
8,835
+367
| +4% | +$23.3K | 0.31% | 57 |
|
|
2015
Q1 | $543K | Buy |
8,468
+395
| +5% | +$25.3K | 0.31% | 53 |
|
|
2014
Q4 | $491K | Sell |
8,073
-11,656
| -59% | -$709K | 0.26% | 61 |
|
|
2014
Q3 | $1.27M | Buy |
19,729
+160
| +0.8% | +$10.3K | 0.79% | 32 |
|
|
2014
Q2 | $1.34M | Buy |
19,569
+961
| +5% | +$65.6K | 0.82% | 32 |
|
|
2014
Q1 | $1.25M | Buy |
18,608
+2,005
| +12% | +$135K | 0.86% | 30 |
|
|
2013
Q4 | $1.11M | Buy |
16,603
+12,645
| +319% | +$848K | 0.64% | 41 |
|
|
2013
Q3 | $253K | Buy |
+3,958
| New | +$253K | 0.16% | 91 |
|