Newton One Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,953
| Closed | -$122K | – | 125 |
|
|
2022
Q2 | $122K | Hold |
1,953
| – | – | 0.09% | 41 |
|
|
2022
Q1 | $144K | Hold |
1,953
| – | – | 0.1% | 40 |
|
|
2021
Q4 | $154K | Hold |
1,953
| – | – | 0.11% | 43 |
|
|
2021
Q3 | $152K | Hold |
1,953
| – | – | 0.11% | 43 |
|
|
2021
Q2 | $154K | Buy |
1,953
+1,353
| +226% | +$107K | 0.12% | 42 |
|
|
2021
Q1 | $46K | Buy |
+600
| New | +$46K | 0.04% | 49 |
|