Levy Wealth Management Group’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.15M | Sell |
68,891
-4,615
| -6% | -$345K | 1.32% | 13 |
|
|
2024
Q1 | $5.37M | Hold |
73,506
| – | – | 1.51% | 11 |
|
|
2023
Q4 | $5.37M | Sell |
73,506
-3,165
| -4% | -$231K | 1.51% | 11 |
|
|
2023
Q3 | $5.14M | Sell |
76,671
-4,259
| -5% | -$286K | 1.59% | 10 |
|
|
2023
Q2 | $5.66M | Sell |
80,930
-870
| -1% | -$60.8K | 1.68% | 10 |
|
|
2023
Q1 | $5.67M | Sell |
81,800
-3,002
| -4% | -$208K | 1.75% | 10 |
|
|
2022
Q4 | $5.44M | Buy |
+84,802
| New | +$5.44M | 1.82% | 11 |
|