Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,304
| Closed | -$288K | – | 56 |
|
|
2023
Q1 | $288K | Hold |
4,304
| – | – | 0.19% | 52 |
|
|
2022
Q4 | $265K | Buy |
4,304
+3,834
| +816% | +$236K | 0.17% | 54 |
|
|
2022
Q3 | $25K | Hold |
470
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $28K | Sell |
470
-309
| -40% | -$18.4K | 0.02% | 126 |
|
|
2022
Q1 | $54K | Buy |
779
+309
| +66% | +$21.4K | 0.04% | 116 |
|
|
2021
Q4 | $35K | Sell |
470
-134
| -22% | -$9.98K | 0.03% | 97 |
|
|
2021
Q3 | $45K | Buy |
604
+405
| +204% | +$30.2K | 0.04% | 89 |
|
|
2021
Q2 | $15K | Sell |
199
-110
| -36% | -$8.29K | 0.01% | 88 |
|
|
2021
Q1 | $22K | Sell |
309
-523
| -63% | -$37.2K | 0.02% | 75 |
|
|
2020
Q4 | $57K | Buy |
+832
| New | +$57K | 0.06% | 58 |
|