Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-1,198
| Closed | -$79K | – | 364 |
|
|
2019
Q2 | $79K | Hold |
1,198
| – | – | 0.05% | 129 |
|
|
2019
Q1 | $78K | Hold |
1,198
| – | – | 0.06% | 128 |
|
|
2018
Q4 | $70K | Hold |
1,198
| – | – | 0.06% | 119 |
|
|
2018
Q3 | $81K | Hold |
1,198
| – | – | 0.06% | 137 |
|
|
2018
Q2 | $80K | Hold |
1,198
| – | – | 0.06% | 135 |
|
|
2018
Q1 | $83K | Hold |
1,198
| – | – | 0.06% | 138 |
|
|
2017
Q4 | $84K | Hold |
1,198
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $82K | Hold |
1,198
| – | – | 0.06% | 153 |
|
|
2017
Q2 | $78K | Sell |
1,198
-1
| -0.1% | -$65 | 0.05% | 151 |
|
|
2017
Q1 | $75K | Buy |
1,199
+1
| +0.1% | +$63 | 0.05% | 155 |
|
|
2016
Q4 | $69K | Hold |
1,198
| – | – | 0.05% | 156 |
|
|
2016
Q3 | $71K | Buy |
+1,198
| New | +$71K | 0.05% | 144 |
|
|
2016
Q1 | – | Sell |
-325
| Closed | -$19K | – | 369 |
|
|
2015
Q4 | $19K | Buy |
+325
| New | +$19K | 0.02% | 222 |
|