South Shore Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,686
| Closed | -$335K | – | 82 |
|
|
2022
Q2 | $335K | Buy |
5,686
+1,969
| +53% | +$116K | 0.7% | 45 |
|
|
2022
Q1 | $258K | Buy |
3,717
+35
| +1% | +$2.43K | 0.42% | 81 |
|
|
2021
Q4 | $275K | Sell |
3,682
-342
| -8% | -$25.5K | 0.45% | 75 |
|
|
2021
Q3 | $299K | Sell |
4,024
-205
| -5% | -$15.2K | 0.54% | 67 |
|
|
2021
Q2 | $317K | Buy |
4,229
+693
| +20% | +$51.9K | 0.56% | 65 |
|
|
2021
Q1 | $255K | Buy |
+3,536
| New | +$255K | 0.25% | 107 |
|