Lake Point Wealth Management’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
Q2 | $25K | Buy |
419
+133
| +47% | +$7.94K | 0.01% | 101 |
|
|
2022
Q1 | $20K | Sell |
286
-178
| -38% | -$12.4K | 0.01% | 111 |
|
|
2021
Q4 | $35K | Buy |
464
+178
| +62% | +$13.4K | 0.02% | 86 |
|
|
2021
Q3 | $21K | Hold |
286
| – | – | 0.01% | 104 |
|
|
2021
Q2 | $21K | Buy |
+286
| New | +$21K | 0.01% | 114 |
|
|
2020
Q1 | $16K | Hold |
329
| – | – | 0.01% | 88 |
|
|
2019
Q4 | $21K | Buy |
+329
| New | +$21K | 0.01% | 201 |
|
|
2019
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 484 |
|
|
2019
Q1 | $3K | Sell |
43
-217
| -83% | -$15.1K | ﹤0.01% | 484 |
|
|
2018
Q4 | $14K | Buy |
+260
| New | +$14K | 0.01% | 402 |
|