Ten Capital Wealth Advisors’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
Q2 | $429K | Buy |
5,925
+4,752
| +405% | +$344K | 0.12% | 70 |
|
|
2023
Q1 | $83.9K | Buy |
1,173
+1,035
| +750% | +$74K | 0.03% | 178 |
|
|
2022
Q4 | $9.06K | Hold |
138
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $8K | Hold |
138
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $9K | Sell |
138
-44
| -24% | -$2.87K | ﹤0.01% | 271 |
|
|
2022
Q1 | $13K | Sell |
182
-925
| -84% | -$66.1K | 0.01% | 262 |
|
|
2021
Q4 | $87K | Buy |
1,107
+925
| +508% | +$72.7K | 0.04% | 100 |
|
|
2021
Q3 | $14K | Sell |
182
-6,865
| -97% | -$528K | 0.01% | 238 |
|
|
2021
Q2 | $556K | Sell |
7,047
-49
| -0.7% | -$3.87K | 0.13% | 92 |
|
|
2021
Q1 | $538K | Sell |
7,096
-83
| -1% | -$6.29K | 0.13% | 88 |
|
|
2020
Q4 | $524K | Hold |
7,179
| – | – | 0.15% | 84 |
|
|
2020
Q3 | $457K | Buy |
+7,179
| New | +$457K | 0.15% | 75 |
|