LWP
Legacy Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,521
| Closed | -$207K | – | 91 |
|
|
2022
Q2 | $207K | Hold |
3,521
| – | – | 0.3% | 87 |
|
|
2022
Q1 | $245K | Hold |
3,521
| – | – | 0.29% | 78 |
|
|
2021
Q4 | $263K | Sell |
3,521
-591
| -14% | -$44.1K | 0.3% | 69 |
|
|
2021
Q3 | $305K | Buy |
4,112
+34
| +0.8% | +$2.52K | 0.34% | 60 |
|
|
2021
Q2 | $305K | Hold |
4,078
| – | – | 0.35% | 62 |
|
|
2021
Q1 | $294K | Sell |
4,078
-209
| -5% | -$15.1K | 0.38% | 62 |
|
|
2020
Q4 | $296K | Sell |
4,287
-237
| -5% | -$16.4K | 0.38% | 57 |
|
|
2020
Q3 | $273K | Sell |
4,524
-377
| -8% | -$22.8K | 0.31% | 58 |
|
|
2020
Q2 | $280K | Sell |
4,901
-1,657
| -25% | -$94.7K | 0.33% | 49 |
|
|
2020
Q1 | $327K | Sell |
6,558
-1,341
| -17% | -$66.9K | 0.52% | 40 |
|
|
2019
Q4 | $515K | Buy |
+7,899
| New | +$515K | 0.58% | 36 |
|