Realta Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-243
| Closed | -$23.2K | – | 507 |
|
|
2023
Q3 | $23.2K | Hold |
243
| – | – | 0.01% | 598 |
|
|
2023
Q2 | $23.2K | Buy |
+243
| New | +$23.2K | 0.01% | 636 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$6.55K | – | 504 |
|
|
2022
Q4 | $6.55K | Buy |
+78
| New | +$6.55K | ﹤0.01% | 751 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$7K | – | 590 |
|
|
2019
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q2 | $6K | Buy |
78
+1
| +1% | +$77 | ﹤0.01% | 1302 |
|
|
2019
Q1 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 1023 |
|