Nikulski Financial’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-4,377
| Closed | -$218K | – | 107 |
|
2020
Q1 | $218K | Sell |
4,377
-4,265
| -49% | -$212K | 0.19% | 88 |
|
2019
Q4 | $557K | Sell |
8,642
-820
| -9% | -$52.9K | 0.4% | 49 |
|
2019
Q3 | $582K | Buy |
9,462
+550
| +6% | +$33.8K | 0.48% | 45 |
|
2019
Q2 | $546K | Buy |
8,912
+85
| +1% | +$5.21K | 0.46% | 47 |
|
2019
Q1 | $536K | Hold |
8,827
| – | – | 0.52% | 45 |
|
2018
Q4 | $485K | Buy |
8,827
+64
| +0.7% | +$3.52K | 0.51% | 45 |
|
2018
Q3 | $515K | Buy |
+8,763
| New | +$515K | 0.48% | 44 |
|