Shine Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13K | Hold |
210
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $13K | Sell |
210
-4,074
| -95% | -$252K | ﹤0.01% | 516 |
|
|
2020
Q1 | $229K | Sell |
4,284
-3,026
| -41% | -$162K | 0.11% | 101 |
|
|
2019
Q4 | $508K | Buy |
7,310
+229
| +3% | +$15.9K | 0.2% | 67 |
|
|
2019
Q3 | $462K | Buy |
7,081
+325
| +5% | +$21.2K | 0.22% | 65 |
|
|
2019
Q2 | $444K | Sell |
6,756
-1,298
| -16% | -$85.3K | 0.21% | 66 |
|
|
2019
Q1 | $522K | Sell |
8,054
-22,145
| -73% | -$1.44M | 0.24% | 62 |
|
|
2018
Q4 | $1.78M | Buy |
30,199
+29,423
| +3,792% | +$1.73M | 0.88% | 24 |
|
|
2018
Q3 | $53K | Hold |
776
| – | – | 0.03% | 283 |
|
|
2018
Q2 | $52K | Sell |
776
-61
| -7% | -$4.09K | 0.03% | 299 |
|
|
2018
Q1 | $58K | Buy |
837
+61
| +8% | +$4.23K | 0.03% | 271 |
|
|
2017
Q4 | $55K | Hold |
776
| – | – | 0.03% | 287 |
|
|
2017
Q3 | $53K | Hold |
776
| – | – | 0.03% | 283 |
|
|
2017
Q2 | $51K | Buy |
+776
| New | +$51K | 0.03% | 271 |
|