WFG Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-145
| Closed | -$8K | – | 1598 |
|
|
2017
Q1 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 1123 |
|
|
2016
Q4 | – | Sell |
-879
| Closed | -$48K | – | 1628 |
|
|
2016
Q3 | $48K | Buy |
879
+231
| +36% | +$12.6K | 0.01% | 719 |
|
|
2016
Q2 | $34K | Buy |
648
+9
| +1% | +$472 | 0.01% | 799 |
|
|
2016
Q1 | $34K | Buy |
639
+600
| +1,538% | +$31.9K | 0.01% | 765 |
|
|
2015
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 1366 |
|
|
2015
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1411 |
|
|
2015
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1481 |
|
|
2015
Q1 | $2K | Sell |
39
-557
| -93% | -$28.6K | ﹤0.01% | 1534 |
|
|
2014
Q4 | $33K | Buy |
+596
| New | +$33K | 0.01% | 1044 |
|