Level Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-250
| Closed | -$12.2K | – | 285 |
|
|
2023
Q3 | $12.2K | Hold |
250
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $12.2K | Buy |
+250
| New | +$12.2K | 0.01% | 178 |
|
|
2022
Q2 | – | Sell |
-90
| Closed | -$5K | – | 316 |
|
|
2022
Q1 | $5K | Sell |
90
-152
| -63% | -$8.44K | ﹤0.01% | 184 |
|
|
2021
Q4 | $12K | Buy |
+242
| New | +$12K | 0.01% | 166 |
|