OWA
Outlook Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,391
| Closed | -$930K | – | 162 |
|
|
2019
Q4 | $930K | Sell |
13,391
-16,630
| -55% | -$1.15M | 0.52% | 39 |
|
|
2019
Q3 | $1.96M | Buy |
30,021
+8,775
| +41% | +$572K | 1.17% | 23 |
|
|
2019
Q2 | $1.4M | Buy |
21,246
+8,471
| +66% | +$557K | 0.92% | 27 |
|
|
2019
Q1 | $829K | Buy |
12,775
+11,917
| +1,389% | +$773K | 0.68% | 36 |
|
|
2018
Q4 | $504K | Buy |
+858
| New | +$504K | 0.23% | 111 |
|