Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $124K | Buy |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $71K | Buy |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $66K | Sell |
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $146K | Sell |
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|
2017
Q3 | $157K | Buy |
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|
2017
Q2 | $130K | Sell |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $207K | Buy |
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|
2016
Q3 | $159K | Buy |
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|
2016
Q2 | $142K | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $283K | Buy |
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