WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-75
| Closed | -$4K | – | 146 |
|
|
2019
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 295 |
|
|
2018
Q4 | – | Hold |
0
| – | -$23K | – | 308 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 174 |
|
|
2018
Q2 | – | Sell |
-710
| Closed | -$49K | – | 130 |
|
|
2018
Q1 | $49K | Buy |
710
+380
| +115% | +$26.2K | 0.03% | 115 |
|
|
2017
Q4 | $23K | Buy |
330
+300
| +1,000% | +$20.9K | 0.01% | 152 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 244 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 232 |
|
|
2017
Q1 | $1.87K | Buy |
+30
| New | +$1.87K | ﹤0.01% | 231 |
|