TFO Wealth Partners’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
Q4 | – | Sell |
-238
| Closed | -$11.6K | – | 975 |
|
|
2023
Q3 | $11.6K | Hold |
238
| – | – | ﹤0.01% | 158 |
|
|
2023
Q2 | $11.6K | Hold |
238
| – | – | ﹤0.01% | 148 |
|
|
2023
Q1 | $11.6K | Buy |
238
+219
| +1,153% | +$10.6K | ﹤0.01% | 105 |
|
|
2022
Q4 | $2.06K | Sell |
19
-219
| -92% | -$23.7K | ﹤0.01% | 251 |
|
|
2022
Q3 | $9K | Hold |
238
| – | – | ﹤0.01% | 91 |
|
|
2022
Q2 | $10K | Buy |
+238
| New | +$10K | ﹤0.01% | 123 |
|