MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-280
| Closed | -$15K | – | 212 |
|
|
2020
Q1 | $15K | Hold |
280
| – | – | 0.01% | 148 |
|
|
2019
Q4 | $19K | Hold |
280
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $18K | Hold |
280
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $19K | Hold |
280
| – | – | 0.02% | 148 |
|
|
2019
Q1 | $18K | Sell |
280
-20
| -7% | -$1.29K | 0.02% | 151 |
|
|
2018
Q4 | $18K | Buy |
+300
| New | +$18K | 0.02% | 159 |
|