QFA
Quattro Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,814
| Closed | -$238K | – | 43 |
|
|
2020
Q1 | $238K | Buy |
5,814
+1,125
| +24% | +$46.1K | 0.09% | 41 |
|
|
2019
Q4 | $308K | Buy |
+4,689
| New | +$308K | 0.1% | 46 |
|
|
2018
Q3 | – | Sell |
-690
| Closed | -$43.8K | – | 86 |
|
|
2018
Q2 | $43.8K | Sell |
690
-3,295
| -83% | -$209K | 0.02% | 56 |
|
|
2018
Q1 | $265K | Sell |
3,985
-3,072
| -44% | -$204K | 0.1% | 40 |
|
|
2017
Q4 | $480K | Sell |
7,057
-2,475
| -26% | -$168K | 0.13% | 45 |
|
|
2017
Q3 | $610K | Sell |
9,532
-127,622
| -93% | -$8.17M | 0.18% | 59 |
|
|
2017
Q2 | $8.36M | Sell |
137,154
-1,092
| -0.8% | -$66.5K | 3.4% | 13 |
|
|
2017
Q1 | $8.02M | Buy |
+138,246
| New | +$8.02M | 4.03% | 10 |
|