Stearns Financial Services Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $112K | Buy |
1,244
+82
| +7% | +$7.38K | 0.02% | 153 |
|
|
2020
Q2 | $97K | Hold |
1,162
| – | – | 0.02% | 147 |
|
|
2020
Q1 | $83K | Sell |
1,162
-16,174
| -93% | -$1.16M | 0.01% | 146 |
|
|
2019
Q4 | $1.5M | Buy |
17,336
+78
| +0.5% | +$6.74K | 0.25% | 44 |
|
|
2019
Q3 | $1.39M | Buy |
17,258
+1
| +0% | +$80 | 0.25% | 47 |
|
|
2019
Q2 | $1.39M | Sell |
17,257
-3,370
| -16% | -$272K | 0.25% | 43 |
|
|
2019
Q1 | $1.6M | Sell |
20,627
-968
| -4% | -$75K | 0.3% | 40 |
|
|
2018
Q4 | $1.49M | Buy |
+21,595
| New | +$1.49M | 0.31% | 40 |
|