Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,977
| Closed | -$368K | – | 1108 |
|
|
2022
Q4 | $368K | Buy |
+5,977
| New | +$368K | 0.1% | 95 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$1K | – | 984 |
|
|
2020
Q3 | $1K | Sell |
24
-10
| -29% | -$417 | ﹤0.01% | 779 |
|
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 673 |
|
|
2020
Q1 | $2K | Sell |
34
-57
| -63% | -$3.35K | ﹤0.01% | 641 |
|
|
2019
Q4 | $6K | Sell |
91
-1
| -1% | -$66 | ﹤0.01% | 407 |
|
|
2019
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $6K | Sell |
92
-25
| -21% | -$1.63K | ﹤0.01% | 382 |
|
|
2018
Q4 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 542 |
|