Strait & Sound Wealth Management’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
2024
Q3
Sell
-3,425
Closed -$268K 146
2024
Q2
$268K Sell
3,425
-715
-17% -$56K 0.14% 122
2024
Q1
$325K Hold
4,140
0.18% 89
2023
Q4
$303K Hold
4,140
0.19% 93
2023
Q3
$285K Buy
+4,140
New +$285K 0.24% 92