PFG Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-167
| Closed | -$11.5K | – | 254 |
|
2023
Q3 | $11.5K | Sell |
167
-10
| -6% | -$689 | 0.01% | 181 |
|
2023
Q2 | $12.8K | Sell |
177
-12
| -6% | -$870 | 0.01% | 199 |
|
2023
Q1 | $13.5K | Buy |
189
+130
| +220% | +$9.3K | 0.01% | 184 |
|
2022
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 233 |
|
2021
Q4 | – | Sell |
-533
| Closed | -$42K | – | 319 |
|
2021
Q3 | $42K | Buy |
+533
| New | +$42K | 0.02% | 149 |
|