Mirsky Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.04M | Buy |
13,255
+632
| +5% | +$49.7K | 0.43% | 27 |
|
|
2021
Q3 | $985K | Buy |
12,623
+292
| +2% | +$22.8K | 0.44% | 26 |
|
|
2021
Q2 | $973K | Sell |
12,331
-206
| -2% | -$16.3K | 0.43% | 27 |
|
|
2021
Q1 | $951K | Hold |
12,537
| – | – | 0.44% | 29 |
|
|
2020
Q4 | $915K | Buy |
+12,537
| New | +$915K | 0.47% | 27 |
|
|
2020
Q2 | – | Sell |
-30,935
| Closed | -$1.65M | – | 35 |
|
|
2020
Q1 | $1.65M | Hold |
30,935
| – | – | 1.17% | 22 |
|
|
2019
Q4 | $2.15M | Buy |
30,935
+332
| +1% | +$23.1K | 1.4% | 18 |
|
|
2019
Q3 | $2M | Hold |
30,603
| – | – | 1.43% | 19 |
|
|
2019
Q2 | $2.01M | Hold |
30,603
| – | – | 1.51% | 20 |
|
|
2019
Q1 | $1.99M | Sell |
30,603
-801
| -3% | -$52K | 1.54% | 20 |
|
|
2018
Q4 | $1.85M | Buy |
+31,404
| New | +$1.85M | 1.62% | 15 |
|