Western Wealth Management’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
27,160
+3,179
| +13% | +$271K | 0.14% | 146 |
|
|
2025
Q1 | $1.89M | Sell |
23,981
-1,528
| -6% | -$121K | 0.13% | 160 |
|
|
2024
Q4 | $1.85M | Buy |
25,509
+1,842
| +8% | +$134K | 0.12% | 157 |
|
|
2024
Q3 | $1.9M | Buy |
23,667
+2,320
| +11% | +$187K | 0.11% | 191 |
|
|
2024
Q2 | $1.6M | Buy |
21,347
+714
| +3% | +$53.4K | 0.12% | 154 |
|
|
2024
Q1 | $1.57M | Buy |
20,633
+2,282
| +12% | +$174K | 0.12% | 161 |
|
|
2023
Q4 | $1.34M | Sell |
18,351
-116
| -0.6% | -$8.48K | 0.1% | 221 |
|
|
2023
Q3 | $1.24M | Buy |
18,467
+354
| +2% | +$23.7K | 0.1% | 209 |
|
|
2023
Q2 | $1.27M | Buy |
18,113
+180
| +1% | +$12.6K | 0.11% | 198 |
|
|
2023
Q1 | $1.24M | Sell |
17,933
-118
| -0.7% | -$8.18K | 0.12% | 190 |
|
|
2022
Q4 | $1.16M | Sell |
18,051
-17,451
| -49% | -$1.12M | 0.12% | 195 |
|
|
2022
Q3 | $1.98M | Buy |
35,502
+5,360
| +18% | +$298K | 0.11% | 186 |
|
|
2022
Q2 | $1.87M | Buy |
30,142
+2,467
| +9% | +$153K | 0.11% | 193 |
|
|
2022
Q1 | $2M | Buy |
27,675
+18,850
| +214% | +$1.36M | 0.1% | 205 |
|
|
2021
Q4 | $677K | Buy |
+8,825
| New | +$677K | 0.07% | 270 |
|
|
2021
Q2 | $368K | Buy |
4,827
+346
| +8% | +$26.4K | 0.04% | 436 |
|
|
2021
Q1 | $323K | Buy |
4,481
+991
| +28% | +$71.4K | 0.04% | 386 |
|
|
2020
Q4 | $244K | Buy |
+3,490
| New | +$244K | 0.04% | 402 |
|