Stanford Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,554
| Closed | -$147K | – | 82 |
|
|
2016
Q4 | $147K | Hold |
2,554
| – | – | 0.07% | 65 |
|
|
2016
Q3 | $151K | Hold |
2,554
| – | – | 0.07% | 68 |
|
|
2016
Q2 | $143K | Sell |
2,554
-260
| -9% | -$14.6K | 0.07% | 72 |
|
|
2016
Q1 | $161K | Buy |
2,814
+482
| +21% | +$27.6K | 0.09% | 59 |
|
|
2015
Q4 | $137K | Buy |
2,332
+12
| +0.5% | +$705 | 0.07% | 79 |
|
|
2015
Q3 | $133K | Buy |
2,320
+342
| +17% | +$19.6K | 0.1% | 68 |
|
|
2015
Q2 | $126K | Buy |
1,978
+1,750
| +768% | +$111K | 0.09% | 74 |
|
|
2015
Q1 | $15K | Hold |
228
| – | – | 0.01% | 254 |
|
|
2014
Q4 | $14K | Buy |
+228
| New | +$14K | 0.01% | 261 |
|