Wealth Alliance Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-31,370
| Closed | -$1.93M | – | 130 |
|
|
2019
Q2 | $1.93M | Buy |
31,370
+1,034
| +3% | +$63.7K | 1.19% | 20 |
|
|
2019
Q1 | $1.85M | Buy |
30,336
+1,568
| +5% | +$95.7K | 1.19% | 20 |
|
|
2018
Q4 | $1.58M | Buy |
28,768
+24,967
| +657% | +$1.37M | 1.18% | 22 |
|
|
2018
Q3 | $244K | Buy |
+3,801
| New | +$244K | 0.12% | 115 |
|
|
2018
Q1 | – | Sell |
-3,079
| Closed | -$203K | – | 121 |
|
|
2017
Q4 | $203K | Buy |
+3,079
| New | +$203K | 0.18% | 89 |
|