SRH Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-145
| Closed | -$7K | – | 290 |
|
|
2022
Q4 | $7K | Hold |
145
| – | – | ﹤0.01% | 219 |
|
|
2022
Q3 | $6K | Hold |
145
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $6K | Hold |
145
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $7K | Sell |
145
-44
| -23% | -$2.12K | 0.01% | 237 |
|
|
2021
Q4 | $10K | Hold |
189
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $10K | Hold |
189
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $10K | Hold |
189
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $10K | Hold |
189
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $9K | Buy |
189
+145
| +330% | +$6.91K | 0.01% | 205 |
|
|
2020
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 268 |
|