Traverso Chambers Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $390K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $700K | Hold |
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $847K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $921K | Sell |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $916K | Sell |
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|
2018
Q4 | $852K | Buy |
|