Patten & Patten’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,336
| Closed | -$235K | – | 311 |
|
|
2023
Q4 | $235K | Hold |
3,336
| – | – | 0.02% | 258 |
|
|
2023
Q3 | $215K | Hold |
3,336
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $225K | Hold |
3,336
| – | – | 0.02% | 257 |
|
|
2023
Q1 | $223K | Buy |
+3,336
| New | +$223K | 0.02% | 249 |
|
|
2021
Q2 | – | Sell |
-2,777
| Closed | -$200K | – | 277 |
|
|
2021
Q1 | $200K | Buy |
+2,777
| New | +$200K | 0.02% | 265 |
|