Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,854
| Closed | -$403K | – | 191 |
|
|
2022
Q2 | $403K | Hold |
6,854
| – | – | 0.06% | 144 |
|
|
2022
Q1 | $476K | Sell |
6,854
-2,748
| -29% | -$191K | 0.05% | 158 |
|
|
2021
Q4 | $717K | Buy |
9,602
+302
| +3% | +$22.6K | 0.07% | 136 |
|
|
2021
Q3 | $691K | Buy |
9,300
+6,295
| +209% | +$468K | 0.08% | 142 |
|
|
2021
Q2 | $225K | Buy |
+3,005
| New | +$225K | 0.03% | 214 |
|
|
2021
Q1 | – | Sell |
-15,158
| Closed | -$1.05M | – | 200 |
|
|
2020
Q4 | $1.05M | Sell |
15,158
-579
| -4% | -$40K | 0.22% | 102 |
|
|
2020
Q3 | $949K | Buy |
+15,737
| New | +$949K | 0.15% | 103 |
|