LWS Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $1.86M | Buy |
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