Vickerman & Driscoll Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $420K | Sell |
7,847
-184
| -2% | -$9.85K | 0.26% | 53 |
|
|
2019
Q4 | $558K | Sell |
8,031
-257
| -3% | -$17.9K | 0.28% | 53 |
|
|
2019
Q3 | $540K | Hold |
8,288
| – | – | 0.3% | 56 |
|
|
2019
Q2 | $545K | Sell |
8,288
-266
| -3% | -$17.5K | 0.3% | 57 |
|
|
2019
Q1 | $555K | Sell |
8,554
-7,920
| -48% | -$514K | 0.31% | 59 |
|
|
2018
Q4 | $968K | Buy |
16,474
+1,071
| +7% | +$62.9K | 0.75% | 40 |
|
|
2018
Q3 | $1.05M | Sell |
15,403
-7
| -0% | -$476 | 0.73% | 40 |
|
|
2018
Q2 | $1.03M | Sell |
15,410
-2,167
| -12% | -$145K | 0.75% | 39 |
|
|
2018
Q1 | $1.23M | Buy |
17,577
+1,087
| +7% | +$75.8K | 0.9% | 35 |
|
|
2017
Q4 | $1.16M | Buy |
+16,490
| New | +$1.16M | 0.91% | 39 |
|