LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.54M | Buy |
33,704
+7,612
| +29% | +$574K | 0.95% | 26 |
|
|
2023
Q3 | $1.8M | Buy |
26,092
+483
| +2% | +$33.3K | 0.79% | 28 |
|
|
2023
Q2 | $1.86M | Sell |
25,609
-4,266
| -14% | -$309K | 0.78% | 27 |
|
|
2023
Q1 | $2.14M | Sell |
29,875
-1,293
| -4% | -$92.5K | 0.88% | 27 |
|
|
2022
Q4 | $2.05M | Buy |
31,168
+5,483
| +21% | +$360K | 0.86% | 27 |
|
|
2022
Q3 | $1.44M | Sell |
25,685
-11,371
| -31% | -$637K | 0.55% | 29 |
|
|
2022
Q2 | $2.32M | Buy |
37,056
+25,775
| +228% | +$1.61M | 1.09% | 26 |
|
|
2022
Q1 | $830K | Buy |
11,281
+6,746
| +149% | +$496K | 0.35% | 33 |
|
|
2021
Q4 | $357K | Buy |
4,535
+101
| +2% | +$7.95K | 0.15% | 44 |
|
|
2021
Q3 | $346K | Buy |
4,434
+72
| +2% | +$5.62K | 0.15% | 43 |
|
|
2021
Q2 | $344K | Sell |
4,362
-170
| -4% | -$13.4K | 0.15% | 43 |
|
|
2021
Q1 | $344K | Sell |
4,532
-108
| -2% | -$8.2K | 0.16% | 45 |
|
|
2020
Q4 | $339K | Buy |
4,640
+117
| +3% | +$8.55K | 0.15% | 49 |
|
|
2020
Q3 | $288K | Buy |
4,523
+124
| +3% | +$7.9K | 0.14% | 51 |
|
|
2020
Q2 | $268K | Sell |
4,399
-4,423
| -50% | -$269K | 0.14% | 51 |
|
|
2020
Q1 | $472K | Sell |
8,822
-18,003
| -67% | -$963K | 0.31% | 35 |
|
|
2019
Q4 | $1.86M | Buy |
+26,825
| New | +$1.86M | 0.96% | 21 |
|