Walkner Condon Financial Advisors’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
5,615
-310
| -5% | -$26.5K | 0.09% | 165 |
|
|
2025
Q1 | $468K | Sell |
5,925
-275
| -4% | -$21.7K | 0.09% | 165 |
|
|
2024
Q4 | $450K | Sell |
6,200
-1,640
| -21% | -$119K | 0.09% | 172 |
|
|
2024
Q3 | $631K | Sell |
7,840
-833
| -10% | -$67K | 0.13% | 131 |
|
|
2024
Q2 | $648K | Sell |
8,673
-527
| -6% | -$39.4K | 0.14% | 118 |
|
|
2024
Q1 | $700K | Buy |
9,200
+860
| +10% | +$65.4K | 0.15% | 122 |
|
|
2023
Q4 | $610K | Sell |
8,340
-770
| -8% | -$56.3K | 0.14% | 129 |
|
|
2023
Q3 | $611K | Buy |
9,110
+3,455
| +61% | +$232K | 0.16% | 116 |
|
|
2023
Q2 | $395K | Buy |
+5,655
| New | +$395K | 0.1% | 153 |
|