Teamwork Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,198
| Closed | -$377K | – | 198 |
|
|
2022
Q3 | $377K | Sell |
5,198
-2,761
| -35% | -$200K | 0.08% | 144 |
|
|
2022
Q2 | $641K | Sell |
7,959
-3,256
| -29% | -$262K | 0.14% | 103 |
|
|
2022
Q1 | $1.08M | Buy |
11,215
+7,495
| +201% | +$722K | 0.2% | 93 |
|
|
2021
Q4 | $410K | Buy |
3,720
+1,846
| +99% | +$203K | 0.08% | 207 |
|
|
2021
Q3 | $200K | Buy |
+1,874
| New | +$200K | 0.04% | 258 |
|
|
2020
Q3 | – | Sell |
-4,814
| Closed | -$400K | – | 182 |
|
|
2020
Q2 | $400K | Buy |
+4,814
| New | +$400K | 0.14% | 125 |
|