Zullo Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-471
| Closed | -$39.5K | – | 292 |
|
|
2022
Q4 | $39.5K | Sell |
471
-23
| -5% | -$1.93K | 0.02% | 307 |
|
|
2022
Q3 | $36K | Hold |
494
| – | – | 0.02% | 315 |
|
|
2022
Q2 | $40K | Sell |
494
-234
| -32% | -$18.9K | 0.03% | 303 |
|
|
2022
Q1 | $70K | Hold |
728
| – | – | 0.04% | 261 |
|
|
2021
Q4 | $80K | Buy |
+728
| New | +$80K | 0.04% | 246 |
|