Weaver Consulting Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-811
| Closed | -$52K | – | 352 |
|
|
2020
Q3 | $52K | Hold |
811
| – | – | 0.03% | 260 |
|
|
2020
Q2 | $49K | Sell |
811
-1,285
| -61% | -$77.6K | 0.03% | 260 |
|
|
2020
Q1 | $112K | Sell |
2,096
-533
| -20% | -$28.5K | 0.07% | 151 |
|
|
2019
Q4 | $171K | Hold |
2,629
| – | – | 0.09% | 124 |
|
|
2019
Q3 | $171K | Buy |
2,629
+300
| +13% | +$19.5K | 0.09% | 117 |
|
|
2019
Q2 | $153K | Buy |
2,329
+272
| +13% | +$17.9K | 0.08% | 118 |
|
|
2019
Q1 | $135K | Buy |
+2,057
| New | +$135K | 0.04% | 267 |
|