Lehman & Derafelo Financial Resources’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,472
| Closed | -$138K | – | 118 |
|
|
2022
Q3 | $138K | Hold |
2,472
| – | – | 0.04% | 100 |
|
|
2022
Q2 | $154K | Buy |
+2,472
| New | +$154K | 0.05% | 101 |
|
|
2022
Q1 | – | Sell |
-2,582
| Closed | -$203K | – | 114 |
|
|
2021
Q4 | $203K | Hold |
2,582
| – | – | 0.06% | 106 |
|
|
2021
Q3 | $201K | Hold |
2,582
| – | – | 0.07% | 106 |
|
|
2021
Q2 | $204K | Buy |
2,582
+300
| +13% | +$23.7K | 0.06% | 120 |
|
|
2021
Q1 | $173K | Hold |
2,282
| – | – | 0.05% | 124 |
|
|
2020
Q4 | $166K | Hold |
2,282
| – | – | 0.05% | 124 |
|
|
2020
Q3 | $145K | Hold |
2,282
| – | – | 0.05% | 109 |
|
|
2020
Q2 | $139K | Hold |
2,282
| – | – | 0.05% | 102 |
|
|
2020
Q1 | $122K | Hold |
2,282
| – | – | 0.05% | 95 |
|
|
2019
Q4 | $158K | Hold |
2,282
| – | – | 0.06% | 108 |
|
|
2019
Q3 | $149K | Hold |
2,282
| – | – | 0.06% | 101 |
|
|
2019
Q2 | $151K | Hold |
2,282
| – | – | 0.06% | 100 |
|
|
2019
Q1 | $148K | Hold |
2,282
| – | – | 0.06% | 100 |
|
|
2018
Q4 | $134K | Buy |
+2,282
| New | +$134K | 0.07% | 93 |
|