WAM
Worth Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-770
| Closed | -$55.8K | – | 181 |
|
|
2023
Q2 | $55.8K | Sell |
770
-50
| -6% | -$3.63K | 0.04% | 180 |
|
|
2023
Q1 | $58.6K | Buy |
820
+50
| +6% | +$3.58K | 0.04% | 167 |
|
|
2022
Q4 | $50.5K | Hold |
770
| – | – | 0.04% | 178 |
|
|
2022
Q3 | $43K | Hold |
770
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $48K | Hold |
770
| – | – | 0.03% | 199 |
|
|
2022
Q1 | $50K | Buy |
+770
| New | +$50K | 0.03% | 206 |
|