Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.6K | Hold |
170
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $12.8K | Hold |
170
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $11.7K | Hold |
170
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $12.3K | Sell |
170
-30
| -15% | -$2.18K | 0.02% | 216 |
|
|
2023
Q1 | $14.3K | Sell |
200
-115
| -37% | -$8.22K | 0.02% | 201 |
|
|
2022
Q4 | $20.7K | Hold |
315
| – | – | 0.03% | 179 |
|
|
2022
Q3 | $18K | Buy |
315
+35
| +13% | +$2K | 0.03% | 185 |
|
|
2022
Q2 | $17K | Sell |
280
-60
| -18% | -$3.64K | 0.03% | 182 |
|
|
2022
Q1 | $25K | Hold |
340
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $27K | Buy |
+340
| New | +$27K | 0.04% | 172 |
|