Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,625
| Closed | -$449K | – | 286 |
|
|
2022
Q2 | $449K | Buy |
7,625
+3,319
| +77% | +$195K | 0.07% | 173 |
|
|
2022
Q1 | $299K | Buy |
+4,306
| New | +$299K | 0.04% | 243 |
|
|
2020
Q3 | – | Sell |
-1,935
| Closed | -$110K | – | 640 |
|
|
2020
Q2 | $110K | Buy |
1,935
+1,487
| +332% | +$84.5K | 0.02% | 321 |
|
|
2020
Q1 | $22K | Hold |
448
| – | – | 0.01% | 571 |
|
|
2019
Q4 | $29K | Buy |
+448
| New | +$29K | 0.01% | 569 |
|
|
2019
Q2 | – | Sell |
-472
| Closed | -$29K | – | 492 |
|
|
2019
Q1 | $29K | Buy |
472
+13
| +3% | +$799 | 0.01% | 458 |
|
|
2018
Q4 | $25K | Buy |
+459
| New | +$25K | 0.01% | 463 |
|