Sweet Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $970K | Hold |
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|
2024
Q1 | $991K | Hold |
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|
2023
Q4 | $940K | Hold |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $2.32M | Buy |
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|
2022
Q4 | $759K | Hold |
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|
2022
Q3 | $649K | Hold |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $860K | Sell |
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|
2021
Q4 | $1.17M | Buy |
|