Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19
| Closed | -$1K | – | 300 |
|
|
2022
Q1 | $1K | Sell |
19
-351
| -95% | -$18.5K | ﹤0.01% | 567 |
|
|
2021
Q4 | $28K | Sell |
370
-2,090
| -85% | -$158K | 0.01% | 264 |
|
|
2021
Q3 | $183K | Sell |
2,460
-85
| -3% | -$6.32K | 0.09% | 84 |
|
|
2021
Q2 | $191K | Buy |
2,545
+2,482
| +3,940% | +$186K | 0.1% | 81 |
|
|
2021
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 292 |
|
|
2020
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $4K | Buy |
63
+1
| +2% | +$63 | ﹤0.01% | 227 |
|
|
2020
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 201 |
|