Lion Street Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,927
| Closed | -$428K | – | 24 |
|
|
2020
Q4 | $428K | Sell |
6,927
-5,960
| -46% | -$368K | 1.04% | 22 |
|
|
2020
Q3 | $771K | Buy |
12,887
+8,934
| +226% | +$535K | 1.57% | 17 |
|
|
2020
Q2 | $226K | Sell |
3,953
-527
| -12% | -$30.1K | 1.58% | 21 |
|
|
2020
Q1 | $224K | Buy |
4,480
+189
| +4% | +$9.45K | 1.22% | 17 |
|
|
2019
Q4 | $279K | Buy |
+4,291
| New | +$279K | 1.34% | 25 |
|