Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,977
| Closed | -$222K | – | 115 |
|
|
2021
Q3 | $222K | Sell |
2,977
-240
| -7% | -$17.9K | 0.02% | 149 |
|
|
2021
Q2 | $239K | Hold |
3,217
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $231K | Hold |
3,217
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $220K | Sell |
3,217
-285
| -8% | -$19.5K | 0.02% | 123 |
|
|
2020
Q3 | $207K | Buy |
+3,502
| New | +$207K | 0.02% | 155 |
|
|
2020
Q1 | – | Sell |
-3,948
| Closed | -$246K | – | 167 |
|
|
2019
Q4 | $246K | Buy |
3,948
+63
| +2% | +$3.93K | 0.02% | 144 |
|
|
2019
Q3 | $222K | Buy |
3,885
+235
| +6% | +$13.4K | 0.02% | 141 |
|
|
2019
Q2 | $210K | Buy |
+3,650
| New | +$210K | 0.02% | 140 |
|