Sutton Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $90.4K | Hold |
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|
2023
Q2 | $95.1K | Buy |
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|
2023
Q1 | $81.7K | Buy |
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|
2022
Q4 | $51.7K | Sell |
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|
2022
Q3 | $91.9K | Buy |
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|
2022
Q2 | $57.6K | Buy |
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|
2022
Q1 | $23.8K | Hold |
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|
2021
Q4 | $25.4K | Sell |
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|
2021
Q3 | $37.1K | Hold |
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|
2021
Q2 | $37.5K | Sell |
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|
2021
Q1 | $39.8K | Hold |
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|
2020
Q4 | $38.3K | Hold |
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|
2020
Q3 | $33.4K | Buy |
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|
2020
Q2 | $10.2K | Hold |
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|
2020
Q1 | $8.93K | Sell |
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|
2019
Q4 | $153K | Buy |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15.1K | Hold |
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|
2019
Q1 | $14.9K | Sell |
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|
2018
Q4 | $169K | Buy |
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|
2018
Q3 | $4.28K | Hold |
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|
2018
Q2 | $4.22K | Hold |
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|
2018
Q1 | $4.39K | Hold |
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|
2017
Q4 | $4.43K | Hold |
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|
2017
Q3 | $4.31K | Hold |
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|
2017
Q2 | $4.11K | Hold |
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|
2017
Q1 | $3.92K | Hold |
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|
2016
Q4 | $3.64K | Hold |
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|
2016
Q3 | $3.73K | Hold |
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|
2016
Q2 | $3.52K | Hold |
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|
2016
Q1 | $3.6K | Buy |
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