WealthBridge Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,772
| Closed | -$901K | – | 204 |
|
|
2024
Q3 | $901K | Buy |
10,772
+387
| +4% | +$32.4K | 0.26% | 70 |
|
|
2024
Q2 | $813K | Buy |
+10,385
| New | +$813K | 0.27% | 67 |
|
|
2022
Q2 | – | Sell |
-31,590
| Closed | -$2.33M | – | 203 |
|
|
2022
Q1 | $2.33M | Buy |
31,590
+17,784
| +129% | +$1.31M | 0.87% | 26 |
|
|
2021
Q4 | $1.09M | Buy |
+13,806
| New | +$1.09M | 0.41% | 53 |
|
|
2020
Q1 | – | Sell |
-4,041
| Closed | -$281K | – | 123 |
|
|
2019
Q4 | $281K | Buy |
4,041
+446
| +12% | +$31K | 0.18% | 96 |
|
|
2019
Q3 | $234K | Sell |
3,595
-14,893
| -81% | -$969K | 0.17% | 100 |
|
|
2019
Q2 | $1.09M | Buy |
18,488
+13,707
| +287% | +$806K | 0.99% | 26 |
|
|
2019
Q1 | $310K | Sell |
4,781
-13,707
| -74% | -$889K | 0.2% | 85 |
|
|
2018
Q4 | $1.09M | Buy |
+18,488
| New | +$1.09M | 0.83% | 26 |
|