Newton One Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$3K | – | 121 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 109 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 114 |
|
|
2022
Q1 | $4K | Sell |
40
-40
| -50% | -$4K | ﹤0.01% | 113 |
|
|
2021
Q4 | $9K | Hold |
80
| – | – | 0.01% | 105 |
|
|
2021
Q3 | $9K | Hold |
80
| – | – | 0.01% | 106 |
|
|
2021
Q2 | $9K | Buy |
+80
| New | +$9K | 0.01% | 105 |
|