Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,713
| Closed | -$947K | – | 93 |
|
|
2020
Q1 | $947K | Sell |
17,713
-33,178
| -65% | -$1.77M | 0.25% | 60 |
|
|
2019
Q4 | $3.53M | Sell |
50,891
-140
| -0.3% | -$9.72K | 0.74% | 51 |
|
|
2019
Q3 | $3.33M | Hold |
51,031
| – | – | 0.79% | 46 |
|
|
2019
Q2 | $3.35M | Sell |
51,031
-5,017
| -9% | -$330K | 0.79% | 46 |
|
|
2019
Q1 | $3.64M | Sell |
56,048
-1,084
| -2% | -$70.3K | 0.91% | 44 |
|
|
2018
Q4 | $3.33M | Buy |
+57,132
| New | +$3.33M | 0.93% | 41 |
|