MKD Wealth Coaches’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
Q1 | – | Sell |
-3,142
| Closed | -$217K | – | 24 |
|
|
2020
Q4 | $217K | Sell |
3,142
-26,206
| -89% | -$1.81M | 0.35% | 21 |
|
|
2020
Q3 | $1.77M | Sell |
29,348
-30,650
| -51% | -$1.85M | 2.53% | 11 |
|
|
2020
Q2 | $3.43M | Sell |
59,998
-4,603
| -7% | -$263K | 4.33% | 11 |
|
|
2020
Q1 | $3.22M | Sell |
64,601
-2,118
| -3% | -$106K | 4.32% | 10 |
|
|
2019
Q4 | $4.35M | Buy |
66,719
+58,163
| +680% | +$3.79M | 3.7% | 12 |
|
|
2019
Q3 | $523K | Sell |
8,556
-61,469
| -88% | -$3.76M | 0.54% | 32 |
|
|
2019
Q2 | $4.3M | Buy |
70,025
+62,806
| +870% | +$3.86M | 3.83% | 11 |
|
|
2019
Q1 | $439K | Sell |
7,219
-37,795
| -84% | -$2.3M | 0.44% | 31 |
|
|
2018
Q4 | $2.48M | Buy |
+45,014
| New | +$2.48M | 2.93% | 12 |
|