Lake Point Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $25K | Hold |
405
| – | – | 0.01% | 100 |
|
|
2022
Q1 | $30K | Hold |
405
| – | – | 0.01% | 91 |
|
|
2021
Q4 | $32K | Hold |
405
| – | – | 0.01% | 91 |
|
|
2021
Q3 | $32K | Hold |
405
| – | – | 0.01% | 80 |
|
|
2021
Q2 | $32K | Buy |
+405
| New | +$32K | 0.01% | 89 |
|
|
2020
Q1 | $30K | Buy |
559
+71
| +15% | +$3.81K | 0.03% | 69 |
|
|
2019
Q4 | $34K | Buy |
+488
| New | +$34K | 0.01% | 150 |
|
|
2019
Q2 | $13K | Hold |
204
| – | – | ﹤0.01% | 292 |
|
|
2019
Q1 | $13K | Buy |
204
+54
| +36% | +$3.44K | ﹤0.01% | 292 |
|
|
2018
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 477 |
|