Sensible Financial Planning & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-157
| Closed | -$9K | – | 45 |
|
|
2016
Q3 | $9K | Buy |
157
+33
| +27% | +$1.89K | 0.01% | 65 |
|
|
2016
Q2 | $6K | Buy |
124
+1
| +0.8% | +$48 | ﹤0.01% | 75 |
|
|
2016
Q1 | $7K | Sell |
123
-200
| -62% | -$11.4K | 0.01% | 70 |
|
|
2015
Q4 | $18K | Hold |
323
| – | – | 0.01% | 52 |
|
|
2015
Q3 | $17K | Buy |
323
+73
| +29% | +$3.84K | 0.01% | 53 |
|
|
2015
Q2 | $15K | Buy |
+250
| New | +$15K | 0.01% | 50 |
|