Principle Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,348
| Closed | -$246K | – | 308 |
|
|
2022
Q1 | $246K | Buy |
3,348
+298
| +10% | +$21.9K | 0.03% | 286 |
|
|
2021
Q4 | $243K | Sell |
3,050
-246
| -7% | -$19.6K | 0.03% | 288 |
|
|
2021
Q3 | $258K | Sell |
3,296
-74
| -2% | -$5.79K | 0.03% | 271 |
|
|
2021
Q2 | $266K | Buy |
+3,370
| New | +$266K | 0.03% | 272 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$15K | – | 235 |
|
|
2020
Q2 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 376 |
|