Laurel Wealth Advisors (California)’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
Q4 | $397K | Buy |
6,435
+1,118
| +21% | +$69K | 0.04% | 420 |
|
|
2022
Q3 | $281K | Hold |
5,317
| – | – | 0.03% | 500 |
|
|
2022
Q2 | $313K | Sell |
5,317
-3,260
| -38% | -$192K | 0.03% | 480 |
|
|
2022
Q1 | $596K | Buy |
8,577
+247
| +3% | +$17.2K | 0.05% | 365 |
|
|
2021
Q4 | $622K | Buy |
+8,330
| New | +$622K | 0.05% | 381 |
|
|
2020
Q1 | – | Sell |
-3,780
| Closed | -$247K | – | 388 |
|
|
2019
Q4 | $247K | Buy |
+3,780
| New | +$247K | 0.04% | 385 |
|