SWMG
Signature Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-944
| Closed | -$58K | – | 134 |
|
|
2018
Q3 | $58K | Buy |
944
+435
| +85% | +$26.7K | 0.04% | 104 |
|
|
2018
Q2 | $34K | Buy |
509
+10
| +2% | +$668 | 0.03% | 121 |
|
|
2018
Q1 | $35K | Buy |
499
+180
| +56% | +$12.6K | 0.03% | 118 |
|
|
2017
Q4 | $22K | Buy |
+319
| New | +$22K | 0.02% | 137 |
|