Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$15K | – | 176 |
|
|
2021
Q4 | $15K | Hold |
200
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $16K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $13K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2020
Q2 | $12K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $11K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2019
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 264 |
|