Lehman & Derafelo Financial Resources’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $173K | Hold |
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|
2020
Q4 | $166K | Hold |
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|
2020
Q3 | $145K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $149K | Hold |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $148K | Hold |
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|
2018
Q4 | $134K | Buy |
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