1834 Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-157
| Closed | -$10K | – | 438 |
|
|
2019
Q4 | $10K | Hold |
157
| – | – | ﹤0.01% | 380 |
|
|
2019
Q3 | $9K | Sell |
157
-1,541
| -91% | -$88.3K | ﹤0.01% | 390 |
|
|
2019
Q2 | $97K | Buy |
1,698
+182
| +12% | +$10.4K | 0.01% | 239 |
|
|
2019
Q1 | $87K | Hold |
1,516
| – | – | 0.01% | 237 |
|
|
2018
Q4 | $79K | Buy |
1,516
+20
| +1% | +$1.04K | 0.01% | 235 |
|
|
2018
Q3 | $93K | Hold |
1,496
| – | – | 0.01% | 241 |
|
|
2018
Q2 | $94K | Buy |
1,496
+18
| +1% | +$1.13K | 0.01% | 232 |
|
|
2018
Q1 | $96K | Hold |
1,478
| – | – | 0.02% | 223 |
|
|
2017
Q4 | $95K | Buy |
+1,478
| New | +$95K | 0.02% | 245 |
|