LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.83M | Buy |
64,908
+429
| +0.7% | +$38.6K | 2.51% | 9 |
|
|
2020
Q2 | $5.36M | Buy |
64,479
+59,558
| +1,210% | +$4.95M | 2.44% | 11 |
|
|
2020
Q1 | $350K | Buy |
4,921
+388
| +9% | +$27.6K | 0.19% | 89 |
|
|
2019
Q4 | $392K | Sell |
4,533
-126
| -3% | -$10.9K | 0.17% | 93 |
|
|
2019
Q3 | $375K | Sell |
4,659
-123
| -3% | -$9.9K | 0.18% | 96 |
|
|
2019
Q2 | $386K | Sell |
4,782
-48
| -1% | -$3.88K | 0.19% | 87 |
|
|
2019
Q1 | $374K | Buy |
4,830
+32
| +0.7% | +$2.48K | 0.2% | 84 |
|
|
2018
Q4 | $331K | Sell |
4,798
-846
| -15% | -$58.4K | 0.21% | 85 |
|
|
2018
Q3 | $452K | Buy |
5,644
+47
| +0.8% | +$3.76K | 0.24% | 68 |
|
|
2018
Q2 | $441K | Sell |
5,597
-24
| -0.4% | -$1.89K | 0.25% | 70 |
|
|
2018
Q1 | $452K | Buy |
5,621
+539
| +11% | +$43.3K | 0.26% | 65 |
|
|
2017
Q4 | $393K | Hold |
5,082
| – | – | 0.25% | 73 |
|
|
2017
Q3 | $393K | Hold |
5,082
| – | – | 0.25% | 73 |
|
|
2017
Q2 | $376K | Buy |
5,082
+16
| +0.3% | +$1.18K | 0.26% | 76 |
|
|
2017
Q1 | $352K | Sell |
5,066
-255
| -5% | -$17.7K | 0.24% | 78 |
|
|
2016
Q4 | $339K | Sell |
5,321
-12
| -0.2% | -$765 | 0.24% | 85 |
|
|
2016
Q3 | $365K | Buy |
5,333
+69
| +1% | +$4.72K | 0.25% | 71 |
|
|
2016
Q2 | $344K | Buy |
+5,264
| New | +$344K | 0.24% | 70 |
|