Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-93
| Closed | -$7K | – | 120 |
|
|
2022
Q3 | $7K | Hold |
93
| – | – | ﹤0.01% | 174 |
|
|
2022
Q2 | $8K | Buy |
+93
| New | +$8K | ﹤0.01% | 178 |
|
|
2021
Q4 | – | Sell |
-92
| Closed | -$10K | – | 121 |
|
|
2021
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 169 |
|
|
2021
Q2 | $10K | Buy |
92
+1
| +1% | +$109 | ﹤0.01% | 195 |
|
|
2021
Q1 | $9K | Hold |
91
| – | – | ﹤0.01% | 199 |
|
|
2020
Q4 | $9K | Hold |
91
| – | – | ﹤0.01% | 191 |
|
|
2020
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 192 |
|
|
2020
Q2 | $8K | Buy |
+91
| New | +$8K | ﹤0.01% | 182 |
|