PP
PDS Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,888
| Closed | -$643K | – | 102 |
|
|
2019
Q4 | $643K | Hold |
12,888
| – | – | 0.41% | 45 |
|
|
2019
Q3 | $611K | Buy |
12,888
+134
| +1% | +$6.35K | 0.42% | 44 |
|
|
2019
Q2 | $613K | Hold |
12,754
| – | – | 0.46% | 44 |
|
|
2019
Q1 | $623K | Buy |
+12,754
| New | +$623K | 0.48% | 40 |
|