Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-237
| Closed | -$11.5K | – | 287 |
|
|
2023
Q1 | $11.5K | Buy |
+237
| New | +$11.5K | ﹤0.01% | 363 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 613 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$7K | – | 577 |
|
|
2022
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $8K | Hold |
160
| – | – | ﹤0.01% | 314 |
|
|
2021
Q4 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 320 |
|