TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,695
| Closed | -$2.12M | – | 68 |
|
|
2023
Q3 | $2.12M | Buy |
30,695
+886
| +3% | +$61.1K | 1.61% | 24 |
|
|
2023
Q2 | $2.16M | Buy |
29,809
+633
| +2% | +$45.9K | 0.46% | 63 |
|
|
2023
Q1 | $2.09M | Buy |
+29,176
| New | +$2.09M | 0.4% | 74 |
|
|
2022
Q2 | – | Sell |
-2,280
| Closed | -$167K | – | 695 |
|
|
2022
Q1 | $167K | Sell |
2,280
-970
| -30% | -$71K | 0.03% | 280 |
|
|
2021
Q4 | $255K | Buy |
+3,250
| New | +$255K | 0.05% | 221 |
|