Thrive Capital Management (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,010
| Closed | -$332K | – | 105 |
|
|
2021
Q4 | $332K | Buy |
3,010
+876
| +41% | +$96.6K | 0.22% | 77 |
|
|
2021
Q3 | $227K | Sell |
2,134
-775
| -27% | -$82.4K | 0.17% | 101 |
|
|
2021
Q2 | $312K | Sell |
2,909
-1,114
| -28% | -$119K | 0.24% | 91 |
|
|
2021
Q1 | $404K | Sell |
4,023
-687
| -15% | -$69K | 0.38% | 67 |
|
|
2020
Q4 | $475K | Buy |
+4,710
| New | +$475K | 0.51% | 46 |
|