Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46,281
| Closed | -$3.22M | – | 23 |
|
|
2022
Q1 | $3.22M | Sell |
46,281
-935
| -2% | -$65K | 1.4% | 18 |
|
|
2021
Q4 | $3.52M | Buy |
47,216
+935
| +2% | +$69.8K | 1.45% | 18 |
|
|
2021
Q3 | $3.44M | Sell |
46,281
-325
| -0.7% | -$24.1K | 1.45% | 18 |
|
|
2021
Q2 | $3.49M | Hold |
46,606
| – | – | 1.41% | 20 |
|
|
2021
Q1 | $3.36M | Buy |
46,606
+3,917
| +9% | +$282K | 1.52% | 18 |
|
|
2020
Q4 | $2.95M | Buy |
42,689
+1,170
| +3% | +$80.8K | 1.38% | 16 |
|
|
2020
Q3 | $2.5M | Buy |
41,519
+2,633
| +7% | +$159K | 1.31% | 16 |
|
|
2020
Q2 | $2.22M | Buy |
38,886
+16,000
| +70% | +$915K | 1.22% | 16 |
|
|
2020
Q1 | $1.14M | Sell |
22,886
-8,895
| -28% | -$444K | 0.69% | 19 |
|
|
2019
Q4 | $2.07M | Sell |
31,781
-4,895
| -13% | -$319K | 0.89% | 18 |
|
|
2019
Q3 | $2.24M | Buy |
+36,676
| New | +$2.24M | 1.03% | 17 |
|