Toth Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 746 |
|
|
2022
Q2 | $1K | Sell |
16
-118
| -88% | -$7.38K | ﹤0.01% | 634 |
|
|
2022
Q1 | $10K | Sell |
134
-19
| -12% | -$1.42K | ﹤0.01% | 468 |
|
|
2021
Q4 | $12K | Buy |
153
+46
| +43% | +$3.61K | ﹤0.01% | 469 |
|
|
2021
Q3 | $8K | Sell |
107
-43
| -29% | -$3.22K | ﹤0.01% | 507 |
|
|
2021
Q2 | $12K | Buy |
150
+118
| +369% | +$9.44K | ﹤0.01% | 432 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 574 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$1K | – | 553 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 491 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$26K | – | 468 |
|
|
2019
Q2 | $26K | Hold |
400
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $26K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2018
Q4 | $24K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $27K | Hold |
400
| – | – | 0.01% | 237 |
|
|
2018
Q2 | $27K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $28K | Hold |
400
| – | – | 0.01% | 241 |
|
|
2017
Q4 | $28K | Buy |
+400
| New | +$28K | 0.01% | 248 |
|