LWP
Laurel Wealth Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,218
| Closed | -$102K | – | 98 |
|
|
2022
Q4 | $102K | Hold |
1,218
| – | – | 0.07% | 82 |
|
|
2022
Q3 | $88K | Hold |
1,218
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $98K | Sell |
1,218
-3,741
| -75% | -$301K | 0.07% | 80 |
|
|
2022
Q1 | $477K | Sell |
4,959
-1,280
| -21% | -$123K | 0.32% | 52 |
|
|
2021
Q4 | $688K | Buy |
6,239
+551
| +10% | +$60.8K | 0.52% | 40 |
|
|
2021
Q3 | $606K | Buy |
5,688
+93
| +2% | +$9.91K | 0.49% | 40 |
|
|
2021
Q2 | $600K | Buy |
5,595
+919
| +20% | +$98.6K | 0.52% | 35 |
|
|
2021
Q1 | $470K | Buy |
4,676
+2,728
| +140% | +$274K | 0.43% | 36 |
|
|
2020
Q4 | $197K | Buy |
+1,948
| New | +$197K | 0.19% | 42 |
|