Marino Stram & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,537
| Closed | -$818K | – | 99 |
|
|
2019
Q4 | $818K | Buy |
12,537
+199
| +2% | +$13K | 0.54% | 38 |
|
|
2019
Q3 | $753K | Sell |
12,338
-2,085
| -14% | -$127K | 0.53% | 37 |
|
|
2019
Q2 | $886K | Buy |
14,423
+3,396
| +31% | +$209K | 0.65% | 33 |
|
|
2019
Q1 | $670K | Sell |
11,027
-3,396
| -24% | -$206K | 0.48% | 39 |
|
|
2018
Q4 | $771K | Buy |
14,423
+5,176
| +56% | +$277K | 0.67% | 30 |
|
|
2018
Q3 | $593K | Buy |
9,247
+880
| +11% | +$56.4K | 0.47% | 41 |
|
|
2018
Q2 | $530K | Buy |
8,367
+360
| +4% | +$22.8K | 0.47% | 44 |
|
|
2018
Q1 | $527K | Buy |
8,007
+430
| +6% | +$28.3K | 0.49% | 45 |
|
|
2017
Q4 | $501K | Buy |
+7,577
| New | +$501K | 0.46% | 44 |
|