Linscomb Wealth’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
Q1 | – | Sell |
-2,810
| Closed | -$205K | – | 289 |
|
2023
Q4 | $205K | Buy |
+2,810
| New | +$205K | 0.01% | 268 |
|
2023
Q3 | – | Sell |
-3,134
| Closed | -$219K | – | 272 |
|
2023
Q2 | $219K | Hold |
3,134
| – | – | 0.01% | 265 |
|
2023
Q1 | $217K | Hold |
3,134
| – | – | 0.01% | 274 |
|
2022
Q4 | $201K | Buy |
+3,134
| New | +$201K | 0.01% | 322 |
|