AA
Apriem Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-272
| Closed | -$17K | – | 335 |
|
|
2018
Q2 | $17K | Buy |
+272
| New | +$17K | ﹤0.01% | 372 |
|
|
2016
Q2 | – | Sell |
-2,500
| Closed | -$125K | – | 635 |
|
|
2016
Q1 | $125K | Sell |
2,500
-2,500
| -50% | -$125K | 0.05% | 125 |
|
|
2015
Q4 | $250K | Hold |
5,000
| – | – | 0.09% | 82 |
|
|
2015
Q3 | $239K | Buy |
5,000
+4,988
| +41,567% | +$238K | 0.09% | 83 |
|
|
2015
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 605 |
|