Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-67
| Closed | -$4K | – | 758 |
|
|
2022
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 806 |
|
|
2021
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 791 |
|
|
2021
Q3 | $5K | Sell |
67
-118
| -64% | -$8.81K | ﹤0.01% | 782 |
|
|
2021
Q2 | $14K | Buy |
185
+1
| +0.5% | +$76 | ﹤0.01% | 615 |
|
|
2021
Q1 | $13K | Sell |
184
-9
| -5% | -$636 | 0.01% | 596 |
|
|
2020
Q4 | $13K | Buy |
193
+1
| +0.5% | +$67 | 0.01% | 519 |
|
|
2020
Q3 | $11K | Buy |
192
+67
| +54% | +$3.84K | 0.01% | 508 |
|
|
2020
Q2 | $7K | Buy |
125
+2
| +2% | +$112 | ﹤0.01% | 540 |
|
|
2020
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 553 |
|
|
2019
Q4 | $8K | Buy |
123
+2
| +2% | +$130 | ﹤0.01% | 541 |
|
|
2019
Q3 | $7K | Sell |
121
-224
| -65% | -$13K | ﹤0.01% | 534 |
|
|
2019
Q2 | $20K | Buy |
345
+2
| +0.6% | +$116 | 0.01% | 397 |
|
|
2019
Q1 | $20K | Buy |
343
+119
| +53% | +$6.94K | 0.01% | 395 |
|
|
2018
Q4 | $12K | Hold |
224
| – | – | 0.01% | 436 |
|
|
2018
Q3 | $13K | Buy |
+224
| New | +$13K | 0.01% | 446 |
|