Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-755
| Closed | -$58.9K | – | 270 |
|
|
2024
Q3 | $58.9K | Buy |
+755
| New | +$58.9K | 0.04% | 46 |
|
|
2023
Q3 | – | Sell |
-251
| Closed | -$16.9K | – | 202 |
|
|
2023
Q2 | $16.9K | Hold |
251
| – | – | 0.01% | 111 |
|
|
2023
Q1 | $16.8K | Hold |
251
| – | – | 0.01% | 112 |
|
|
2022
Q4 | $15.5K | Hold |
251
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $13.2K | Buy |
+251
| New | +$13.2K | 0.01% | 126 |
|
|
2020
Q4 | – | Sell |
-3,381
| Closed | -$204K | – | 31 |
|
|
2020
Q3 | $204K | Buy |
+3,381
| New | +$204K | 0.16% | 29 |
|