Sightline Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,382
| Closed | -$257K | – | 62 |
|
|
2022
Q3 | $257K | Hold |
4,382
| – | – | 0.3% | 42 |
|
|
2022
Q2 | $272K | Buy |
4,382
+38
| +0.9% | +$2.36K | 0.27% | 43 |
|
|
2022
Q1 | $320K | Buy |
4,344
+3
| +0.1% | +$221 | 0.27% | 42 |
|
|
2021
Q4 | $344K | Buy |
4,341
+28
| +0.6% | +$2.22K | 0.31% | 36 |
|
|
2021
Q3 | $336K | Hold |
4,313
| – | – | 0.28% | 39 |
|
|
2021
Q2 | $340K | Buy |
+4,313
| New | +$340K | 0.28% | 42 |
|