SWMG
Signature Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,030
| Closed | -$117K | – | 177 |
|
|
2018
Q3 | $117K | Buy |
2,030
+245
| +14% | +$14.1K | 0.09% | 77 |
|
|
2018
Q2 | $113K | Hold |
1,785
| – | – | 0.08% | 78 |
|
|
2018
Q1 | $118K | Hold |
1,785
| – | – | 0.09% | 76 |
|
|
2017
Q4 | $118K | Buy |
+1,785
| New | +$118K | 0.09% | 74 |
|