Teamwork Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,127
| Closed | -$506K | – | 199 |
|
|
2022
Q3 | $506K | Sell |
13,127
-9,260
| -41% | -$357K | 0.11% | 112 |
|
|
2022
Q2 | $972K | Sell |
22,387
-3,575
| -14% | -$155K | 0.21% | 83 |
|
|
2022
Q1 | $1.31M | Buy |
25,962
+17,872
| +221% | +$898K | 0.24% | 80 |
|
|
2021
Q4 | $408K | Buy |
8,090
+3,947
| +95% | +$199K | 0.08% | 208 |
|
|
2021
Q3 | $211K | Buy |
+4,143
| New | +$211K | 0.04% | 255 |
|