Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-409
| Closed | -$22K | – | 127 |
|
|
2022
Q3 | $22K | Hold |
409
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $24K | Buy |
+409
| New | +$24K | 0.01% | 148 |
|
|
2021
Q4 | – | Sell |
-118
| Closed | -$9K | – | 129 |
|
|
2021
Q3 | $9K | Hold |
118
| – | – | ﹤0.01% | 175 |
|
|
2021
Q2 | $9K | Hold |
118
| – | – | ﹤0.01% | 200 |
|
|
2021
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 200 |
|
|
2020
Q4 | $8K | Hold |
118
| – | – | ﹤0.01% | 199 |
|
|
2020
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 203 |
|
|
2020
Q2 | $7K | Buy |
+118
| New | +$7K | ﹤0.01% | 190 |
|