WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.54K | Hold |
60
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $5.02K | Hold |
60
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $4.7K | Sell |
60
-97
| -62% | -$7.6K | ﹤0.01% | 729 |
|
|
2024
Q1 | $12.5K | Buy |
+157
| New | +$12.5K | ﹤0.01% | 555 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$1.45K | – | 373 |
|
|
2023
Q3 | $1.45K | Hold |
21
| – | – | ﹤0.01% | 808 |
|
|
2023
Q2 | $1.52K | Hold |
21
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $1.5K | Hold |
21
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.38K | Hold |
21
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $1.18K | Hold |
21
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $1.31K | Hold |
21
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $1.55K | Buy |
+21
| New | +$1.55K | ﹤0.01% | 444 |
|