Lourd Capital’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
2019
Q1
Sell
-13,996
Closed -$770K 200
2018
Q4
$770K Buy
13,996
+3,597
+35% +$198K 0.06% 80
2018
Q3
$666K Hold
10,399
0.04% 101
2018
Q2
$659K Hold
10,399
0.09% 67
2018
Q1
$685K Buy
+10,399
New +$685K 0.09% 73