Marino Stram & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,810
| Closed | -$222K | – | 187 |
|
2021
Q2 | $222K | Buy |
+2,810
| New | +$222K | 0.06% | 237 |
|
2019
Q2 | – | Sell |
-238
| Closed | -$15K | – | 217 |
|
2019
Q1 | $15K | Hold |
238
| – | – | 0.01% | 270 |
|
2018
Q4 | $14K | Hold |
238
| – | – | 0.01% | 242 |
|
2018
Q3 | $16K | Hold |
238
| – | – | 0.01% | 262 |
|
2018
Q2 | $16K | Hold |
238
| – | – | 0.01% | 263 |
|
2018
Q1 | $17K | Buy |
+238
| New | +$17K | 0.02% | 264 |
|