Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5K | Sell |
90
-1,865
| -95% | -$104K | ﹤0.01% | 631 |
|
|
2020
Q2 | $112K | Sell |
1,955
-2,536
| -56% | -$145K | 0.04% | 177 |
|
|
2020
Q1 | $224K | Buy |
4,491
+3,805
| +555% | +$190K | 0.1% | 103 |
|
|
2019
Q4 | $45K | Buy |
686
+9
| +1% | +$590 | 0.02% | 341 |
|
|
2019
Q3 | $41K | Hold |
677
| – | – | 0.02% | 340 |
|
|
2019
Q2 | $42K | Hold |
677
| – | – | 0.02% | 332 |
|
|
2019
Q1 | $41K | Hold |
677
| – | – | 0.02% | 342 |
|
|
2018
Q4 | $37K | Buy |
+677
| New | +$37K | 0.02% | 329 |
|