WDL
Well Done LLC’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
16,290
-1,436
| -8% | -$128K | 0.27% | 58 |
|
|
2025
Q1 | $1.34M | Sell |
17,726
-700
| -4% | -$52.9K | 0.24% | 57 |
|
|
2024
Q4 | $1.54M | Hold |
18,426
| – | – | 0.28% | 55 |
|
|
2024
Q3 | $1.54M | Buy |
18,426
+120
| +0.7% | +$10K | 0.28% | 55 |
|
|
2024
Q2 | $1.43M | Buy |
18,306
+320
| +2% | +$25.1K | 0.3% | 53 |
|
|
2024
Q1 | $1.44M | Sell |
17,986
-3,009
| -14% | -$240K | 0.28% | 52 |
|
|
2023
Q4 | $1.58M | Buy |
20,995
+2,837
| +16% | +$214K | 0.31% | 52 |
|
|
2023
Q3 | $1.25M | Hold |
18,158
| – | – | 0.28% | 56 |
|
|
2023
Q2 | $1.32M | Buy |
18,158
+580
| +3% | +$42.1K | 0.28% | 56 |
|
|
2023
Q1 | $1.25M | Buy |
17,578
+1,525
| +9% | +$109K | 0.27% | 55 |
|
|
2022
Q4 | $1.05M | Buy |
16,053
+1,614
| +11% | +$106K | 0.23% | 58 |
|
|
2022
Q3 | $809K | Sell |
14,439
-1,750
| -11% | -$98.1K | 0.2% | 66 |
|
|
2022
Q2 | $1.01M | Buy |
16,189
+2,205
| +16% | +$138K | 0.22% | 62 |
|
|
2022
Q1 | $1.03M | Sell |
13,984
-249
| -2% | -$18.3K | 0.21% | 71 |
|
|
2021
Q4 | $1.12M | Buy |
14,233
+3
| +0% | +$236 | 0.23% | 65 |
|
|
2021
Q3 | $1.11M | Buy |
14,230
+7,593
| +114% | +$592K | 0.25% | 63 |
|
|
2021
Q2 | $524K | Buy |
6,637
+22
| +0.3% | +$1.74K | 0.12% | 100 |
|
|
2021
Q1 | $502K | Buy |
6,615
+995
| +18% | +$75.5K | 0.12% | 97 |
|
|
2020
Q4 | $410K | Sell |
5,620
-827
| -13% | -$60.3K | 0.1% | 101 |
|
|
2020
Q3 | $410K | Sell |
6,447
-570
| -8% | -$36.2K | 0.12% | 85 |
|
|
2020
Q2 | $427K | Sell |
7,017
-13,071
| -65% | -$795K | 0.12% | 92 |
|
|
2020
Q1 | $1.07M | Sell |
20,088
-10,305
| -34% | -$551K | 0.33% | 52 |
|
|
2019
Q4 | $2.11M | Sell |
30,393
-284
| -0.9% | -$19.7K | 0.49% | 38 |
|
|
2019
Q3 | $2M | Sell |
30,677
-882
| -3% | -$57.5K | 0.49% | 40 |
|
|
2019
Q2 | $2.07M | Sell |
31,559
-2,569
| -8% | -$169K | 0.48% | 43 |
|
|
2019
Q1 | $2.21M | Sell |
34,128
-44,909
| -57% | -$2.91M | 0.54% | 41 |
|
|
2018
Q4 | $4.65M | Buy |
79,037
+74,087
| +1,497% | +$4.36M | 1.3% | 16 |
|
|
2018
Q3 | $337K | Hold |
4,950
| – | – | 0.1% | 100 |
|
|
2018
Q2 | $331K | Hold |
4,950
| – | – | 0.1% | 94 |
|
|
2018
Q1 | $345K | Sell |
4,950
-1,395
| -22% | -$97.2K | 0.11% | 84 |
|
|
2017
Q4 | $447K | Buy |
+6,345
| New | +$447K | 0.15% | 77 |
|