Provence Wealth Management Group’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 | $6.41K | Hold |
85
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $5.86K | Sell |
85
-5,192
| -98% | -$358K | ﹤0.01% | 338 |
|
|
2023
Q2 | $383K | Sell |
5,277
-280
| -5% | -$20.3K | 0.22% | 86 |
|
|
2023
Q1 | $397K | Sell |
5,557
-147
| -3% | -$10.5K | 0.26% | 79 |
|
|
2022
Q4 | $374K | Buy |
+5,704
| New | +$374K | 0.31% | 70 |
|
|
2022
Q1 | – | Sell |
-4,876
| Closed | -$384K | – | 67 |
|
|
2021
Q4 | $384K | Buy |
+4,876
| New | +$384K | 0.43% | 42 |
|