SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Sell |
334
-75
| -18% | -$6.7K | ﹤0.01% | 375 |
|
|
2025
Q1 | $33.4K | Sell |
409
-198
| -33% | -$16.2K | ﹤0.01% | 318 |
|
|
2024
Q4 | $45.9K | Buy |
607
+273
| +82% | +$20.6K | 0.01% | 280 |
|
|
2024
Q3 | $27.9K | Hold |
334
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $26.2K | Buy |
+334
| New | +$26.2K | ﹤0.01% | 223 |
|
|
2022
Q3 | – | Sell |
-67
| Closed | -$4K | – | 104 |
|
|
2022
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 109 |
|
|
2020
Q1 | – | Sell |
-1,524
| Closed | -$106K | – | 75 |
|
|
2019
Q4 | $106K | Buy |
+1,524
| New | +$106K | 0.07% | 58 |
|
|
2019
Q1 | – | Sell |
-119
| Closed | -$7K | – | 69 |
|
|
2018
Q4 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 77 |
|