Ten Capital Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.12M | Sell |
16,639
-181
| -1% | -$12.2K | 0.33% | 36 |
|
|
2023
Q1 | $1.12M | Buy |
16,820
+74
| +0.4% | +$4.95K | 0.37% | 34 |
|
|
2022
Q4 | $1.03M | Buy |
16,746
+1,442
| +9% | +$88.9K | 0.41% | 33 |
|
|
2022
Q3 | $806K | Buy |
15,304
+1,448
| +10% | +$76.3K | 0.37% | 37 |
|
|
2022
Q2 | $815K | Buy |
13,856
+13,426
| +3,122% | +$790K | 0.35% | 38 |
|
|
2022
Q1 | $30K | Hold |
430
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $32K | Hold |
430
| – | – | 0.01% | 174 |
|
|
2021
Q3 | $32K | Sell |
430
-79,783
| -99% | -$5.94M | 0.02% | 168 |
|
|
2021
Q2 | $6.01M | Buy |
80,213
+106
| +0.1% | +$7.94K | 1.36% | 21 |
|
|
2021
Q1 | $5.77M | Buy |
80,107
+3,117
| +4% | +$225K | 1.41% | 21 |
|
|
2020
Q4 | $5.32M | Buy |
76,990
+1,922
| +3% | +$133K | 1.48% | 21 |
|
|
2020
Q3 | $4.53M | Buy |
+75,068
| New | +$4.53M | 1.52% | 23 |
|