Websterrogers Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,400
| Closed | -$268K | – | 71 |
|
|
2021
Q4 | $268K | Hold |
3,400
| – | – | 0.06% | 57 |
|
|
2021
Q3 | $265K | Sell |
3,400
-300
| -8% | -$23.4K | 0.06% | 51 |
|
|
2021
Q2 | $285K | Sell |
3,700
-670
| -15% | -$51.6K | 0.07% | 49 |
|
|
2021
Q1 | $332K | Sell |
4,370
-320
| -7% | -$24.3K | 0.09% | 41 |
|
|
2020
Q4 | $351K | Buy |
+4,690
| New | +$351K | 0.1% | 37 |
|