YorkBridge Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $759K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $322K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $178K | Hold |
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|
2019
Q1 | $176K | Hold |
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|
2018
Q4 | $159K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $181K | Hold |
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|
2018
Q1 | $192K | Hold |
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|
2017
Q4 | $188K | Sell |
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|
2017
Q3 | $193K | Sell |
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|
2017
Q2 | $206K | Hold |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q4 | $140K | Buy |
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