Southern Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $5.64M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $707K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $544K | Buy |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $922K | Buy |
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