YorkBridge Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-190
| Closed | -$12K | – | 393 |
|
|
2019
Q2 | $12K | Hold |
190
| – | – | 0.01% | 521 |
|
|
2019
Q1 | $12K | Sell |
190
-85
| -31% | -$5.37K | 0.01% | 549 |
|
|
2018
Q4 | $15K | Buy |
275
+2
| +0.7% | +$109 | 0.01% | 520 |
|
|
2018
Q3 | $18K | Buy |
273
+5
| +2% | +$330 | 0.01% | 543 |
|
|
2018
Q2 | $17K | Buy |
268
+2
| +0.8% | +$127 | 0.01% | 568 |
|
|
2018
Q1 | $18K | Hold |
266
| – | – | 0.01% | 554 |
|
|
2017
Q4 | $17K | Buy |
266
+36
| +16% | +$2.3K | 0.01% | 559 |
|
|
2017
Q3 | $15K | Buy |
230
+50
| +28% | +$3.26K | 0.01% | 588 |
|
|
2017
Q2 | $11K | Buy |
180
+79
| +78% | +$4.83K | 0.01% | 616 |
|
|
2017
Q1 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 670 |
|