Sweet Financial Partners’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 | $229K | Hold |
2,740
| – | – | 0.05% | 179 |
|
|
2024
Q2 | $215K | Sell |
2,740
-58
| -2% | -$4.54K | 0.05% | 181 |
|
|
2024
Q1 | $223K | Hold |
2,798
| – | – | 0.05% | 182 |
|
|
2023
Q4 | $211K | Buy |
+2,798
| New | +$211K | 0.05% | 177 |
|
|
2023
Q3 | – | Sell |
-2,798
| Closed | -$203K | – | 176 |
|
|
2023
Q2 | $203K | Hold |
2,798
| – | – | 0.05% | 170 |
|
|
2023
Q1 | $200K | Buy |
+2,798
| New | +$200K | 0.06% | 171 |
|
|
2022
Q2 | – | Sell |
-2,798
| Closed | -$206K | – | 173 |
|
|
2022
Q1 | $206K | Hold |
2,798
| – | – | 0.06% | 161 |
|
|
2021
Q4 | $220K | Buy |
+2,798
| New | +$220K | 0.09% | 138 |
|