Patten Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $944K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $959K | Buy |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $817K | Buy |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $935K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.31M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.21M | Buy |
|
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $916K | Sell |
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|
2016
Q4 | $904K | Sell |
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|
2016
Q3 | $1M | Buy |
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|
2016
Q2 | $961K | Buy |
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|
2016
Q1 | $981K | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.37M | Sell |
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|
2014
Q4 | $1.42M | Buy |
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