Sweet Financial Partners’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.86M | Hold |
47,962
| – | – | 0.84% | 20 |
|
|
2024
Q2 | $3.58M | Hold |
47,962
| – | – | 0.82% | 20 |
|
|
2024
Q1 | $3.65M | Buy |
47,962
+137
| +0.3% | +$10.4K | 0.84% | 17 |
|
|
2023
Q4 | $3.5M | Buy |
47,825
+2,410
| +5% | +$176K | 0.83% | 19 |
|
|
2023
Q3 | $3.04M | Hold |
45,415
| – | – | 0.81% | 20 |
|
|
2023
Q2 | $3.18M | Buy |
+45,415
| New | +$3.18M | 0.83% | 17 |
|