Sentinel Pension Advisors’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
Q3 | – | Sell |
-11,001
| Closed | -$687K | – | 87 |
|
2022
Q2 | $687K | Buy |
+11,001
| New | +$687K | 0.23% | 54 |
|
2020
Q4 | – | Sell |
-4,932
| Closed | -$314K | – | 82 |
|
2020
Q3 | $314K | Buy |
4,932
+549
| +13% | +$35K | 0.12% | 65 |
|
2020
Q2 | $267K | Sell |
4,383
-4,389
| -50% | -$267K | 0.11% | 64 |
|
2020
Q1 | $469K | Buy |
+8,772
| New | +$469K | 0.23% | 52 |
|