Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,080
| Closed | -$451K | – | 56 |
|
|
2021
Q4 | $451K | Sell |
4,080
-361
| -8% | -$39.9K | 0.26% | 37 |
|
|
2021
Q3 | $473K | Hold |
4,441
| – | – | 0.39% | 34 |
|
|
2021
Q2 | $476K | Hold |
4,441
| – | – | 0.4% | 35 |
|
|
2021
Q1 | $446K | Sell |
4,441
-781
| -15% | -$78.4K | 0.51% | 33 |
|
|
2020
Q4 | $527K | Sell |
5,222
-5,222
| -50% | -$527K | 0.58% | 35 |
|
|
2020
Q3 | $940K | Buy |
10,444
+4,770
| +84% | +$429K | 0.41% | 38 |
|
|
2020
Q2 | $472K | Sell |
5,674
-1,232
| -18% | -$102K | 0.33% | 38 |
|
|
2020
Q1 | $490K | Hold |
6,906
| – | – | 0.3% | 38 |
|
|
2019
Q4 | $596K | Buy |
6,906
+2
| +0% | +$173 | 0.17% | 41 |
|
|
2019
Q3 | $557K | Sell |
6,904
-17
| -0.2% | -$1.37K | 0.17% | 41 |
|
|
2019
Q2 | $560K | Sell |
6,921
-2
| -0% | -$162 | 0.17% | 41 |
|
|
2019
Q1 | $534K | Sell |
6,923
-1,399
| -17% | -$108K | 0.17% | 41 |
|
|
2018
Q4 | $576K | Sell |
8,322
-3,386
| -29% | -$234K | 0.2% | 40 |
|
|
2018
Q3 | $939K | Sell |
11,708
-5,188
| -31% | -$416K | 0.28% | 38 |
|
|
2018
Q2 | $1.33M | Sell |
16,896
-33,225
| -66% | -$2.62M | 0.41% | 36 |
|
|
2018
Q1 | $4.03M | Sell |
50,121
-58,758
| -54% | -$4.72M | 1.27% | 31 |
|
|
2017
Q4 | $8.8M | Buy |
+108,879
| New | +$8.8M | 2.86% | 14 |
|