SFPM
Sensible Financial Planning & Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 39 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 78 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 84 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 78 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 83 |
|
|
2015
Q3 | $1K | Sell |
20
-35
| -64% | -$1.75K | ﹤0.01% | 73 |
|
|
2015
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 66 |
|
|
2015
Q1 | – | Sell |
-520
| Closed | -$27K | – | 37 |
|
|
2014
Q4 | $27K | Hold |
520
| – | – | 0.03% | 48 |
|
|
2014
Q3 | $29K | Buy |
+520
| New | +$29K | 0.03% | 42 |
|