Roosevelt Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $496K | Hold |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $453K | Sell |
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|
2020
Q3 | $496K | Hold |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $599K | Hold |
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|
2019
Q1 | $591K | Sell |
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|
2018
Q4 | $613K | Sell |
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|
2018
Q3 | $833K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $402K | Buy |
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