WQ
Wealth Quarterback’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,278
| Closed | -$202K | – | 121 |
|
|
2022
Q4 | $202K | Buy |
+3,278
| New | +$202K | 0.17% | 109 |
|
|
2022
Q3 | – | Sell |
-4,133
| Closed | -$243K | – | 108 |
|
|
2022
Q2 | $243K | Buy |
+4,133
| New | +$243K | 0.19% | 96 |
|
|
2021
Q3 | $921K | Buy |
13,207
+317
| +2% | +$22.1K | 0.61% | 33 |
|
|
2021
Q2 | $966K | Buy |
+12,890
| New | +$966K | 0.59% | 37 |
|
|
2020
Q4 | $1.09M | Sell |
15,755
-15,346
| -49% | -$1.06M | 0.91% | 30 |
|
|
2020
Q3 | $1.78M | Hold |
31,101
| – | – | 1.63% | 17 |
|
|
2020
Q2 | $1.78M | Sell |
31,101
-14,900
| -32% | -$852K | 1.63% | 17 |
|
|
2020
Q1 | $2.25M | Sell |
46,001
-39,315
| -46% | -$1.93M | 2.07% | 6 |
|
|
2019
Q4 | $3.05M | Buy |
+85,316
| New | +$3.05M | 2.64% | 4 |
|