Winthrop Partners - WNY’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
Q3 | $73.7K | Hold |
1,130
| – | – | 0.05% | 164 |
|
|
2019
Q2 | $74.3K | Buy |
+1,130
| New | +$74.3K | 0.06% | 136 |
|
|
2018
Q4 | – | Sell |
-1,130
| Closed | -$76.8K | – | 249 |
|
|
2018
Q3 | $76.8K | Hold |
1,130
| – | – | 0.06% | 155 |
|
|
2018
Q2 | $75.7K | Hold |
1,130
| – | – | 0.06% | 160 |
|
|
2018
Q1 | $79.1K | Buy |
+1,130
| New | +$79.1K | 0.06% | 179 |
|