Alerus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $175K | Buy |
3,515
+398
| +13% | +$19.8K | 0.03% | 124 |
|
|
2015
Q4 | $156K | Buy |
3,117
+3,001
| +2,587% | +$150K | 0.03% | 130 |
|
|
2015
Q3 | $6K | Sell |
116
-951
| -89% | -$49.2K | ﹤0.01% | 156 |
|
|
2015
Q2 | $54K | Buy |
1,067
+893
| +513% | +$45.2K | 0.01% | 130 |
|
|
2015
Q1 | $9K | Hold |
174
| – | – | ﹤0.01% | 147 |
|
|
2014
Q4 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 151 |
|