Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,702
| Closed | -$469K | – | 80 |
|
|
2023
Q2 | $469K | Sell |
6,702
-287
| -4% | -$20.1K | 0.05% | 47 |
|
|
2023
Q1 | $484K | Sell |
6,989
-306
| -4% | -$21.2K | 0.06% | 44 |
|
|
2022
Q4 | $468K | Buy |
7,295
+398
| +6% | +$25.5K | 0.06% | 48 |
|
|
2022
Q3 | $385K | Buy |
6,897
+371
| +6% | +$20.7K | 0.05% | 48 |
|
|
2022
Q2 | $404K | Sell |
6,526
-98
| -1% | -$6.07K | 0.04% | 52 |
|
|
2022
Q1 | $478K | Buy |
6,624
+784
| +13% | +$56.6K | 0.05% | 54 |
|
|
2021
Q4 | $448K | Buy |
5,840
+106
| +2% | +$8.13K | 0.04% | 62 |
|
|
2021
Q3 | $431K | Buy |
5,734
+253
| +5% | +$19K | 0.04% | 58 |
|
|
2021
Q2 | $415K | Buy |
5,481
+1,052
| +24% | +$79.7K | 0.04% | 55 |
|
|
2021
Q1 | $319K | Buy |
+4,429
| New | +$319K | 0.03% | 57 |
|