Lau Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.41M | Hold |
36,950
| – | – | 1.2% | 20 |
|
|
2019
Q3 | $2.26M | Buy |
36,950
+850
| +2% | +$51.9K | 1.19% | 21 |
|
|
2019
Q2 | $2.22M | Hold |
36,100
| – | – | 1.06% | 25 |
|
|
2019
Q1 | $2.19M | Sell |
36,100
-9,000
| -20% | -$547K | 1.13% | 24 |
|
|
2018
Q4 | $2.48M | Buy |
45,100
+14,600
| +48% | +$803K | 1.38% | 17 |
|
|
2018
Q3 | $1.95M | Buy |
+30,500
| New | +$1.95M | 1.11% | 26 |
|