PFA
Paradigm Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $289K | Buy |
3,671
+198
| +6% | +$15.6K | 0.06% | 171 |
|
|
2021
Q3 | $271K | Hold |
3,473
| – | – | 0.06% | 168 |
|
|
2021
Q2 | $274K | Buy |
3,473
+46
| +1% | +$3.63K | 0.06% | 174 |
|
|
2021
Q1 | $260K | Sell |
3,427
-2,270
| -40% | -$172K | 0.06% | 162 |
|
|
2020
Q4 | $416K | Sell |
5,697
-663
| -10% | -$48.4K | 0.11% | 113 |
|
|
2020
Q3 | $405K | Sell |
6,360
-2,734
| -30% | -$174K | 0.11% | 82 |
|
|
2020
Q2 | $554K | Sell |
9,094
-143
| -2% | -$8.71K | 0.18% | 76 |
|
|
2020
Q1 | $494K | Sell |
9,237
-160
| -2% | -$8.56K | 0.18% | 76 |
|
|
2019
Q4 | $652K | Buy |
9,397
+86
| +0.9% | +$5.97K | 0.22% | 69 |
|
|
2019
Q3 | $607K | Sell |
9,311
-1,297
| -12% | -$84.6K | 0.24% | 67 |
|
|
2019
Q2 | $697K | Buy |
10,608
+31
| +0.3% | +$2.04K | 0.26% | 62 |
|
|
2019
Q1 | $686K | Hold |
10,577
| – | – | 0.26% | 63 |
|
|
2018
Q4 | $622K | Buy |
10,577
+660
| +7% | +$38.8K | 0.28% | 61 |
|
|
2018
Q3 | $674K | Buy |
9,917
+212
| +2% | +$14.4K | 0.26% | 58 |
|
|
2018
Q2 | $649K | Buy |
9,705
+207
| +2% | +$13.8K | 0.28% | 56 |
|
|
2018
Q1 | $661K | Hold |
9,498
| – | – | 0.29% | 55 |
|
|
2017
Q4 | $667K | Buy |
9,498
+81
| +0.9% | +$5.69K | 0.3% | 54 |
|
|
2017
Q3 | $644K | Buy |
9,417
+4,267
| +83% | +$292K | 0.31% | 53 |
|
|
2017
Q2 | $336K | Sell |
5,150
-698
| -12% | -$45.5K | 0.17% | 82 |
|
|
2017
Q1 | $364K | Sell |
5,848
-162
| -3% | -$10.1K | 0.19% | 75 |
|
|
2016
Q4 | $346K | Buy |
6,010
+167
| +3% | +$9.61K | 0.19% | 73 |
|
|
2016
Q3 | $345K | Hold |
5,843
| – | – | 0.21% | 68 |
|
|
2016
Q2 | $326K | Buy |
5,843
+11
| +0.2% | +$614 | 0.2% | 68 |
|
|
2016
Q1 | $333K | Sell |
5,832
-392
| -6% | -$22.4K | 0.13% | 68 |
|
|
2015
Q4 | $365K | Sell |
6,224
-975
| -14% | -$57.2K | 0.23% | 64 |
|
|
2015
Q3 | $412K | Buy |
7,199
+1,658
| +30% | +$94.9K | 0.27% | 61 |
|
|
2015
Q2 | $351K | Hold |
5,541
| – | – | 0.26% | 69 |
|
|
2015
Q1 | $355K | Hold |
5,541
| – | – | 0.27% | 68 |
|
|
2014
Q4 | $337K | Hold |
5,541
| – | – | 0.27% | 68 |
|
|
2014
Q3 | $355K | Hold |
5,541
| – | – | 0.3% | 64 |
|
|
2014
Q2 | $378K | Hold |
5,541
| – | – | 0.32% | 59 |
|
|
2014
Q1 | $372K | Hold |
5,541
| – | – | 0.34% | 59 |
|
|
2013
Q4 | $372K | Buy |
+5,541
| New | +$372K | 0.36% | 58 |
|