Lucia Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-60
| Closed | -$4K | – | 187 |
|
|
2019
Q3 | $4K | Sell |
60
-34
| -36% | -$2.27K | ﹤0.01% | 163 |
|
|
2019
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 167 |
|
|
2019
Q1 | $6K | Hold |
94
| – | – | ﹤0.01% | 182 |
|
|
2018
Q4 | $6K | Sell |
94
-927
| -91% | -$59.2K | ﹤0.01% | 162 |
|
|
2018
Q3 | $69K | Hold |
1,021
| – | – | 0.02% | 173 |
|
|
2018
Q2 | $68K | Sell |
1,021
-15
| -1% | -$999 | 0.03% | 151 |
|
|
2018
Q1 | $72K | Sell |
1,036
-1,963
| -65% | -$136K | 0.02% | 134 |
|
|
2017
Q4 | $211K | Buy |
+2,999
| New | +$211K | 0.09% | 115 |
|