SteelBridge Private Wealth Advisors’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
Q3 | – | Sell |
-53,103
| Closed | -$3.46M | – | 38 |
|
|
2017
Q2 | $3.46M | Buy |
53,103
+31
| +0.1% | +$2.02K | 4.87% | 3 |
|
|
2017
Q1 | $3.31M | Hold |
53,072
| – | – | 5.01% | 3 |
|
|
2016
Q4 | $3.17M | Buy |
53,072
+42,251
| +390% | +$2.52M | 5% | 3 |
|
|
2016
Q3 | $640K | Hold |
10,821
| – | – | 1.86% | 9 |
|
|
2016
Q2 | $622K | Sell |
10,821
-59,480
| -85% | -$3.42M | 1.88% | 9 |
|
|
2016
Q1 | $4.02M | Buy |
+70,301
| New | +$4.02M | 8.16% | 3 |
|