Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,060
| Closed | -$211K | – | 52 |
|
|
2020
Q4 | $211K | Buy |
+3,060
| New | +$211K | 0.09% | 46 |
|
|
2020
Q2 | – | Sell |
-4,712
| Closed | -$235K | – | 51 |
|
|
2020
Q1 | $235K | Hold |
4,712
| – | – | 0.15% | 48 |
|
|
2019
Q4 | $307K | Buy |
4,712
+63
| +1% | +$4.11K | 0.18% | 33 |
|
|
2019
Q3 | $284K | Hold |
4,649
| – | – | 0.17% | 34 |
|
|
2019
Q2 | $285K | Buy |
4,649
+89
| +2% | +$5.46K | 0.18% | 34 |
|
|
2019
Q1 | $284K | Sell |
4,560
-1,581
| -26% | -$98.5K | 0.19% | 34 |
|
|
2018
Q4 | $338K | Sell |
6,141
-3,830
| -38% | -$211K | 0.27% | 27 |
|
|
2018
Q3 | $639K | Sell |
9,971
-1,305
| -12% | -$83.6K | 0.47% | 21 |
|
|
2018
Q2 | $715K | Buy |
11,276
+78
| +0.7% | +$4.95K | 0.58% | 20 |
|
|
2018
Q1 | $738K | Sell |
11,198
-89
| -0.8% | -$5.87K | 0.61% | 22 |
|
|
2017
Q4 | $746K | Buy |
+11,287
| New | +$746K | 0.67% | 25 |
|