Steward Partners Investment Advisory’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-88
| Closed | -$5.64K | – | 3399 |
|
2022
Q4 | $5.64K | Buy |
+88
| New | +$5.64K | ﹤0.01% | 2736 |
|
2020
Q2 | – | Sell |
-500
| Closed | -$26K | – | 2732 |
|
2020
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 1510 |
|
2019
Q4 | $33K | Hold |
500
| – | – | ﹤0.01% | 1570 |
|
2019
Q3 | $31K | Buy |
+500
| New | +$31K | ﹤0.01% | 1565 |
|