RFA
Resurgent Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,615
| Closed | -$209K | – | 179 |
|
|
2024
Q1 | $209K | Buy |
2,615
+822
| +46% | +$65.6K | 0.11% | 177 |
|
|
2023
Q4 | $135K | Buy |
1,793
+10
| +0.6% | +$753 | 0.08% | 213 |
|
|
2023
Q3 | $123K | Buy |
1,783
+15
| +0.8% | +$1.03K | 0.08% | 203 |
|
|
2023
Q2 | $128K | Hold |
1,768
| – | – | 0.08% | 198 |
|
|
2023
Q1 | $126K | Sell |
1,768
-2,552
| -59% | -$183K | 0.08% | 197 |
|
|
2022
Q4 | $284K | Buy |
4,320
+3
| +0.1% | +$197 | 0.15% | 146 |
|
|
2022
Q3 | $241K | Buy |
4,317
+784
| +22% | +$43.8K | 0.16% | 154 |
|
|
2022
Q2 | $221K | Sell |
3,533
-8,891
| -72% | -$556K | 0.14% | 163 |
|
|
2022
Q1 | $915K | Buy |
12,424
+451
| +4% | +$33.2K | 0.57% | 45 |
|
|
2021
Q4 | $942K | Buy |
+11,973
| New | +$942K | 0.75% | 38 |
|