Proficio Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,185
| Closed | -$365K | – | 334 |
|
|
2023
Q4 | $365K | Buy |
+5,185
| New | +$365K | 0.05% | 186 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$123K | – | 790 |
|
|
2019
Q2 | $123K | Hold |
2,000
| – | – | 0.04% | 186 |
|
|
2019
Q1 | $122K | Hold |
2,000
| – | – | 0.04% | 174 |
|
|
2018
Q4 | $110K | Hold |
2,000
| – | – | 0.05% | 160 |
|
|
2018
Q3 | $128K | Sell |
2,000
-1,900
| -49% | -$122K | 0.04% | 172 |
|
|
2018
Q2 | $247K | Buy |
3,900
+1,900
| +95% | +$120K | 0.1% | 112 |
|
|
2018
Q1 | $132K | Hold |
2,000
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $132K | Hold |
2,000
| – | – | 0.04% | 171 |
|
|
2017
Q3 | $128K | Hold |
2,000
| – | – | 0.05% | 209 |
|
|
2017
Q2 | $126K | Hold |
2,000
| – | – | 0.05% | 217 |
|
|
2017
Q1 | $124K | Hold |
2,000
| – | – | 0.05% | 214 |
|
|
2016
Q4 | $107K | Hold |
2,000
| – | – | 0.05% | 176 |
|
|
2016
Q3 | $110K | Hold |
2,000
| – | – | 0.06% | 167 |
|
|
2016
Q2 | $107K | Buy |
+2,000
| New | +$107K | 0.07% | 171 |
|