WDL
Well Done LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
12,940
+4,600
| +55% | +$384K | 0.2% | 67 |
|
|
2025
Q1 | $586K | Sell |
8,340
-857
| -9% | -$60.2K | 0.11% | 105 |
|
|
2024
Q4 | $718K | Hold |
9,197
| – | – | 0.13% | 87 |
|
|
2024
Q3 | $718K | Buy |
9,197
+1,846
| +25% | +$144K | 0.13% | 88 |
|
|
2024
Q2 | $534K | Sell |
7,351
-609
| -8% | -$44.2K | 0.11% | 109 |
|
|
2024
Q1 | $591K | Buy |
7,960
+2,037
| +34% | +$151K | 0.12% | 108 |
|
|
2023
Q4 | $417K | Buy |
+5,923
| New | +$417K | 0.08% | 124 |
|
|
2023
Q1 | – | Sell |
-9,632
| Closed | -$594K | – | 179 |
|
|
2022
Q4 | $594K | Buy |
+9,632
| New | +$594K | 0.13% | 92 |
|
|
2022
Q3 | – | Sell |
-4,335
| Closed | -$255K | – | 170 |
|
|
2022
Q2 | $255K | Buy |
+4,335
| New | +$255K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-3,656
| Closed | -$239K | – | 144 |
|
|
2019
Q4 | $239K | Hold |
3,656
| – | – | 0.06% | 132 |
|
|
2019
Q3 | $223K | Sell |
3,656
-1,398
| -28% | -$85.3K | 0.05% | 137 |
|
|
2019
Q2 | $310K | Buy |
5,054
+24
| +0.5% | +$1.47K | 0.07% | 113 |
|
|
2019
Q1 | $306K | Sell |
5,030
-5,085
| -50% | -$309K | 0.08% | 113 |
|
|
2018
Q4 | $556K | Buy |
+10,115
| New | +$556K | 0.16% | 76 |
|
|
2018
Q2 | – | Sell |
-513
| Closed | -$34K | – | 308 |
|
|
2018
Q1 | $34K | Buy |
+513
| New | +$34K | 0.01% | 265 |
|