SWA
Sutton Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $90.4K | Hold |
1,312
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $95.1K | Buy |
1,312
+170
| +15% | +$12.3K | 0.05% | 174 |
|
|
2023
Q1 | $81.7K | Buy |
1,142
+355
| +45% | +$25.4K | 0.04% | 170 |
|
|
2022
Q4 | $51.7K | Sell |
787
-853
| -52% | -$56K | 0.02% | 382 |
|
|
2022
Q3 | $91.9K | Buy |
1,640
+719
| +78% | +$40.3K | 0.04% | 259 |
|
|
2022
Q2 | $57.6K | Buy |
921
+598
| +185% | +$37.4K | 0.02% | 343 |
|
|
2022
Q1 | $23.8K | Hold |
323
| – | – | 0.01% | 660 |
|
|
2021
Q4 | $25.4K | Sell |
323
-152
| -32% | -$12K | 0.01% | 637 |
|
|
2021
Q3 | $37.1K | Hold |
475
| – | – | 0.01% | 490 |
|
|
2021
Q2 | $37.5K | Sell |
475
-50
| -10% | -$3.94K | 0.01% | 490 |
|
|
2021
Q1 | $39.8K | Hold |
525
| – | – | 0.02% | 453 |
|
|
2020
Q4 | $38.3K | Hold |
525
| – | – | 0.02% | 430 |
|
|
2020
Q3 | $33.4K | Buy |
525
+358
| +214% | +$22.8K | 0.02% | 403 |
|
|
2020
Q2 | $10.2K | Hold |
167
| – | – | 0.01% | 701 |
|
|
2020
Q1 | $8.93K | Sell |
167
-2,041
| -92% | -$109K | 0.01% | 683 |
|
|
2019
Q4 | $153K | Buy |
2,208
+1,978
| +860% | +$137K | 0.08% | 177 |
|
|
2019
Q3 | $15K | Hold |
230
| – | – | 0.01% | 677 |
|
|
2019
Q2 | $15.1K | Hold |
230
| – | – | 0.01% | 661 |
|
|
2019
Q1 | $14.9K | Sell |
230
-2,648
| -92% | -$172K | 0.01% | 671 |
|
|
2018
Q4 | $169K | Buy |
2,878
+2,815
| +4,468% | +$165K | 0.11% | 145 |
|
|
2018
Q3 | $4.28K | Hold |
63
| – | – | ﹤0.01% | 923 |
|
|
2018
Q2 | $4.22K | Hold |
63
| – | – | ﹤0.01% | 940 |
|
|
2018
Q1 | $4.39K | Hold |
63
| – | – | ﹤0.01% | 934 |
|
|
2017
Q4 | $4.43K | Hold |
63
| – | – | ﹤0.01% | 903 |
|
|
2017
Q3 | $4.31K | Hold |
63
| – | – | ﹤0.01% | 891 |
|
|
2017
Q2 | $4.11K | Hold |
63
| – | – | ﹤0.01% | 900 |
|
|
2017
Q1 | $3.92K | Hold |
63
| – | – | ﹤0.01% | 874 |
|
|
2016
Q4 | $3.64K | Hold |
63
| – | – | ﹤0.01% | 877 |
|
|
2016
Q3 | $3.73K | Hold |
63
| – | – | ﹤0.01% | 872 |
|
|
2016
Q2 | $3.52K | Hold |
63
| – | – | ﹤0.01% | 843 |
|
|
2016
Q1 | $3.6K | Buy |
+63
| New | +$3.6K | ﹤0.01% | 822 |
|