Mitchell Sinkler & Starr’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-280
| Closed | -$23.4K | – | 193 |
|
2024
Q3 | $23.4K | Hold |
280
| – | – | 0.01% | 185 |
|
2024
Q2 | $22.4K | Buy |
+280
| New | +$22.4K | 0.01% | 180 |
|
2024
Q1 | – | Sell |
-1,555
| Closed | -$117K | – | 195 |
|
2023
Q4 | $117K | Buy |
+1,555
| New | +$117K | 0.02% | 178 |
|
2014
Q1 | – | Sell |
-3,215
| Closed | -$216K | – | 91 |
|
2013
Q4 | $216K | Hold |
3,215
| – | – | 0.24% | 78 |
|
2013
Q3 | $205K | Sell |
3,215
-11,350
| -78% | -$724K | 0.23% | 80 |
|
2013
Q2 | $834K | Buy |
+14,565
| New | +$834K | 0.18% | 92 |
|