WealthSource Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $663K | Sell |
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|
2020
Q3 | $611K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $998K | Buy |
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|
2019
Q2 | $861K | Buy |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $753K | Sell |
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|
2017
Q3 | $1.4M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $764K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.26M | Sell |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.25M | Buy |
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