Braver Wealth Management’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
Q4 | $3.12M | Buy |
62,561
+1,260
| +2% | +$62.8K | 0.51% | 62 |
|
|
2016
Q3 | $3.21M | Sell |
61,301
-520
| -0.8% | -$27.3K | 0.54% | 56 |
|
|
2016
Q2 | $2.98M | Sell |
61,821
-42,107
| -41% | -$2.03M | 0.51% | 53 |
|
|
2016
Q1 | $5.18M | Buy |
103,928
+952
| +0.9% | +$47.4K | 0.85% | 31 |
|
|
2015
Q4 | $5.14M | Buy |
102,976
+87,959
| +586% | +$4.39M | 1.06% | 22 |
|
|
2015
Q3 | $717K | Buy |
15,017
+4,400
| +41% | +$210K | 0.18% | 59 |
|
|
2015
Q2 | $542K | Sell |
10,617
-1,966
| -16% | -$100K | 0.13% | 68 |
|
|
2015
Q1 | $623K | Sell |
12,583
-4,908
| -28% | -$243K | 0.13% | 70 |
|
|
2014
Q4 | $817K | Sell |
17,491
-77,781
| -82% | -$3.63M | 0.17% | 62 |
|
|
2014
Q3 | $4.62M | Sell |
95,272
-2,751
| -3% | -$133K | 1.39% | 17 |
|
|
2014
Q2 | $5.19M | Sell |
98,023
-2,489
| -2% | -$132K | 1.34% | 18 |
|
|
2014
Q1 | $5.25M | Buy |
100,512
+67,518
| +205% | +$3.52M | 1.5% | 17 |
|
|
2013
Q4 | $1.68M | Sell |
32,994
-608
| -2% | -$31K | 0.58% | 31 |
|
|
2013
Q3 | $1.63M | Buy |
+33,602
| New | +$1.63M | 0.56% | 30 |
|