Laurel Wealth Advisors (California)’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $768K | Buy |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $970K | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $2.73M | Buy |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $2.21M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $1.33M | Buy |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $936K | Buy |
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|
2017
Q2 | $809K | Buy |
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|
2017
Q1 | $739K | Buy |
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|
2016
Q4 | $679K | Buy |
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|
2016
Q3 | $582K | Sell |
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|
2016
Q2 | $585K | Buy |
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|
2016
Q1 | $543K | Buy |
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|
2015
Q4 | $398K | Buy |
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