Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,564
| Closed | -$202K | – | 214 |
|
|
2021
Q4 | $202K | Buy |
+2,564
| New | +$202K | 0.05% | 193 |
|
|
2020
Q3 | – | Sell |
-4,965
| Closed | -$302K | – | 167 |
|
|
2020
Q2 | $302K | Buy |
4,965
+796
| +19% | +$48.4K | 0.14% | 121 |
|
|
2020
Q1 | $223K | Buy |
+4,169
| New | +$223K | 0.12% | 125 |
|
|
2019
Q1 | – | Sell |
-7,028
| Closed | -$413K | – | 204 |
|
|
2018
Q4 | $413K | Buy |
+7,028
| New | +$413K | 0.32% | 66 |
|