SimpliFi Inc’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
258,806
-1,090
| -0.4% | -$93K | 9.73% | 3 |
|
|
2025
Q1 | $20.5M | Sell |
259,896
-3,409
| -1% | -$269K | 9.42% | 3 |
|
|
2024
Q4 | $19.1M | Buy |
263,305
+3,525
| +1% | +$256K | 8.73% | 3 |
|
|
2024
Q3 | $20.9M | Sell |
259,780
-4,049
| -2% | -$326K | 9.27% | 3 |
|
|
2024
Q2 | $19.7M | Buy |
263,829
+1,442
| +0.5% | +$108K | 9.11% | 3 |
|
|
2024
Q1 | $20M | Sell |
262,387
-47,700
| -15% | -$3.63M | 9.13% | 3 |
|
|
2023
Q4 | $20.8M | Hold |
310,087
| – | – | 10.24% | 3 |
|
|
2023
Q3 | $20.8M | Buy |
310,087
+3,052
| +1% | +$205K | 10.25% | 3 |
|
|
2023
Q2 | $21.5M | Sell |
307,035
-1,883
| -0.6% | -$132K | 10.15% | 3 |
|
|
2023
Q1 | $21.4M | Sell |
308,918
-8,676
| -3% | -$601K | 10.53% | 3 |
|
|
2022
Q4 | $20.4M | Sell |
317,594
-13,795
| -4% | -$884K | 10.62% | 3 |
|
|
2022
Q3 | $18.5M | Sell |
331,389
-277
| -0.1% | -$15.5K | 9.58% | 3 |
|
|
2022
Q2 | $20.6M | Buy |
331,666
+7,603
| +2% | +$471K | 10.15% | 3 |
|
|
2022
Q1 | $23.4M | Buy |
324,063
+3,844
| +1% | +$277K | 10.63% | 3 |
|
|
2021
Q4 | $24.6M | Buy |
320,219
+124
| +0% | +$9.52K | 10.74% | 3 |
|
|
2021
Q3 | $24.1M | Buy |
320,095
+1,778
| +0.6% | +$134K | 10.8% | 3 |
|
|
2021
Q2 | $24.1M | Sell |
318,317
-1,792
| -0.6% | -$136K | 10.9% | 3 |
|
|
2021
Q1 | $23.1M | Sell |
320,109
-7,409
| -2% | -$534K | 10.78% | 3 |
|
|
2020
Q4 | $22.9M | Sell |
327,518
-17,231
| -5% | -$1.2M | 10.66% | 3 |
|
|
2020
Q3 | $21.3M | Buy |
+344,749
| New | +$21.3M | 10.62% | 3 |
|