Willingdon Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-514
| Closed | -$44K | – | 312 |
|
|
2019
Q4 | $44K | Hold |
514
| – | – | 0.01% | 179 |
|
|
2019
Q3 | $41K | Buy |
+514
| New | +$41K | 0.01% | 181 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 321 |
|
|
2019
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 279 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$10K | – | 330 |
|
|
2018
Q1 | $10K | Buy |
120
+36
| +43% | +$3K | ﹤0.01% | 257 |
|
|
2017
Q4 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 264 |
|