LFG
LifePlan Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.59M | Buy |
42,940
+333
| +0.8% | +$20.1K | 1.11% | 29 |
|
|
2020
Q2 | $2.44M | Sell |
42,607
-45,341
| -52% | -$2.59M | 1.11% | 27 |
|
|
2020
Q1 | $4.39M | Sell |
87,948
-662
| -0.7% | -$33K | 2.38% | 10 |
|
|
2019
Q4 | $5.78M | Sell |
88,610
-74
| -0.1% | -$4.83K | 2.57% | 10 |
|
|
2019
Q3 | $5.42M | Buy |
88,684
+3,784
| +4% | +$231K | 2.55% | 10 |
|
|
2019
Q2 | $5.21M | Buy |
84,900
+558
| +0.7% | +$34.3K | 2.51% | 10 |
|
|
2019
Q1 | $5.13M | Buy |
84,342
+36,521
| +76% | +$2.22M | 2.73% | 7 |
|
|
2018
Q4 | $2.63M | Buy |
47,821
+8,377
| +21% | +$461K | 1.64% | 21 |
|
|
2018
Q3 | $2.53M | Buy |
39,444
+11,443
| +41% | +$733K | 1.37% | 27 |
|
|
2018
Q2 | $1.77M | Buy |
28,001
+25,947
| +1,263% | +$1.64M | 0.99% | 31 |
|
|
2018
Q1 | $135K | Sell |
2,054
-8,519
| -81% | -$560K | 0.08% | 141 |
|
|
2017
Q4 | $678K | Hold |
10,573
| – | – | 0.43% | 46 |
|
|
2017
Q3 | $678K | Sell |
10,573
-1
| -0% | -$64 | 0.43% | 46 |
|
|
2017
Q2 | $644K | Sell |
10,574
-530
| -5% | -$32.3K | 0.44% | 48 |
|
|
2017
Q1 | $643K | Buy |
11,104
+3,689
| +50% | +$214K | 0.45% | 54 |
|
|
2016
Q4 | $398K | Buy |
+7,415
| New | +$398K | 0.28% | 78 |
|