TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-91
| Closed | -$8.68K | – | 974 |
|
|
2023
Q3 | $8.68K | Hold |
91
| – | – | ﹤0.01% | 167 |
|
|
2023
Q2 | $8.68K | Hold |
91
| – | – | ﹤0.01% | 157 |
|
|
2023
Q1 | $8.53K | Sell |
91
-147
| -62% | -$13.8K | ﹤0.01% | 116 |
|
|
2022
Q4 | $10.9K | Buy |
238
+147
| +162% | +$6.74K | ﹤0.01% | 106 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 96 |
|
|
2022
Q2 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 165 |
|