Truvvo Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $771K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $173K | Hold |
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|
2020
Q3 | $152K | Hold |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $830K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $743K | Hold |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $951K | Hold |
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|
2017
Q3 | $926K | Hold |
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|
2017
Q2 | $882K | Buy |
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|
2017
Q1 | $818K | Buy |
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|
2016
Q4 | $758 | Buy |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $408K | Buy |
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