LWP
Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.6M | Sell |
21,996
-188
| -0.8% | -$13.6K | 2.64% | 7 |
|
|
2022
Q2 | $1.79M | Sell |
22,184
-59
| -0.3% | -$4.75K | 2.56% | 7 |
|
|
2022
Q1 | $2.14M | Buy |
22,243
+3,423
| +18% | +$329K | 2.52% | 7 |
|
|
2021
Q4 | $2.08M | Buy |
18,820
+7,201
| +62% | +$794K | 2.37% | 7 |
|
|
2021
Q3 | $1.53M | Sell |
11,619
-2,672
| -19% | -$352K | 1.72% | 10 |
|
|
2021
Q2 | $1.53M | Buy |
14,291
+499
| +4% | +$53.5K | 1.75% | 9 |
|
|
2021
Q1 | $1.39M | Sell |
13,792
-6,021
| -30% | -$605K | 1.77% | 13 |
|
|
2020
Q4 | $2M | Buy |
19,813
+493
| +3% | +$49.7K | 2.56% | 8 |
|
|
2020
Q3 | $1.74M | Sell |
19,320
-762
| -4% | -$68.5K | 1.99% | 11 |
|
|
2020
Q2 | $1.67M | Sell |
20,082
-44
| -0.2% | -$3.66K | 1.99% | 11 |
|
|
2020
Q1 | $1.43M | Sell |
20,126
-446
| -2% | -$31.7K | 2.29% | 8 |
|
|
2019
Q4 | $1.78M | Buy |
+20,572
| New | +$1.78M | 2.01% | 12 |
|