Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-694
| Closed | -$50K | – | 639 |
|
|
2021
Q1 | $50K | Hold |
694
| – | – | 0.02% | 158 |
|
|
2020
Q4 | $48K | Buy |
694
+69
| +11% | +$4.77K | 0.02% | 147 |
|
|
2020
Q3 | $38K | Hold |
625
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $36K | Buy |
+625
| New | +$36K | 0.02% | 147 |
|
|
2020
Q1 | – | Sell |
-3,126
| Closed | -$204K | – | 198 |
|
|
2019
Q4 | $204K | Buy |
+3,126
| New | +$204K | 0.13% | 59 |
|