Walled Lake Planning & Wealth Management’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
2021
Q1
Sell
-110
Closed -$8K 339
2020
Q4
$8K Sell
110
-109
-50% -$7.93K 0.01% 224
2020
Q3
$13K Hold
219
0.01% 201
2020
Q2
$12K Sell
219
-3
-1% -$164 0.01% 184
2020
Q1
$11K Buy
+222
New +$11K 0.01% 180