OWA
Outlook Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-45,455
| Closed | -$4.84M | – | 209 |
|
|
2021
Q3 | $4.84M | Buy |
45,455
+692
| +2% | +$73.7K | 1.58% | 15 |
|
|
2021
Q2 | $4.8M | Sell |
44,763
-11,962
| -21% | -$1.28M | 1.54% | 15 |
|
|
2021
Q1 | $5.7M | Buy |
56,725
+3,271
| +6% | +$329K | 1.98% | 10 |
|
|
2020
Q4 | $5.39M | Buy |
+53,454
| New | +$5.39M | 1.96% | 13 |
|