Sanford Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $236K | Buy |
+3,588
| New | +$236K | 0.06% | 115 |
|
|
2022
Q3 | – | Sell |
-3,588
| Closed | -$224K | – | 110 |
|
|
2022
Q2 | $224K | Hold |
3,588
| – | – | 0.06% | 108 |
|
|
2022
Q1 | $264K | Sell |
3,588
-333
| -8% | -$24.5K | 0.07% | 94 |
|
|
2021
Q4 | $309K | Sell |
3,921
-4,396
| -53% | -$346K | 0.07% | 89 |
|
|
2021
Q3 | $649K | Buy |
8,317
+199
| +2% | +$15.5K | 0.16% | 55 |
|
|
2021
Q2 | $640K | Buy |
8,118
+260
| +3% | +$20.5K | 0.16% | 54 |
|
|
2021
Q1 | $596K | Sell |
7,858
-78
| -1% | -$5.92K | 0.17% | 54 |
|
|
2020
Q4 | $579K | Buy |
+7,936
| New | +$579K | 0.19% | 51 |
|