Squar Milner Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-222
| Closed | -$14K | – | 824 |
|
2019
Q4 | $14K | Buy |
+222
| New | +$14K | 0.01% | 556 |
|
2019
Q3 | – | Sell |
-222
| Closed | -$14K | – | 441 |
|
2019
Q2 | $14K | Hold |
222
| – | – | 0.01% | 489 |
|
2019
Q1 | $13K | Hold |
222
| – | – | 0.01% | 473 |
|
2018
Q4 | $12K | Sell |
222
-163
| -42% | -$8.81K | 0.01% | 447 |
|
2018
Q3 | $25K | Hold |
385
| – | – | 0.02% | 383 |
|
2018
Q2 | $24K | Buy |
+385
| New | +$24K | 0.02% | 451 |
|