Willingdon Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $73K | Hold |
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|
2019
Q3 | $68K | Buy |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $705K | Buy |
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|
2018
Q1 | $664K | Buy |
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|
2017
Q4 | $616K | Buy |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q2 | $459K | Buy |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $390K | Buy |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $322K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $277K | Buy |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $251K | Sell |
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|
2015
Q1 | $307K | Sell |
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|
2014
Q4 | $361K | Buy |
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|
2014
Q3 | $344K | Buy |
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|
2014
Q2 | $341K | Sell |
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|
2014
Q1 | $833K | Buy |
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|
2013
Q4 | $354K | Buy |
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