Carroll Financial Associates’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $198K | Hold |
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|
2021
Q2 | $196K | Hold |
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|
2021
Q1 | $189K | Hold |
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|
2020
Q4 | $173K | Hold |
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|
2020
Q3 | $156K | Hold |
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|
2020
Q2 | $148K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $166K | Hold |
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|
2019
Q3 | $157K | Hold |
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|
2019
Q2 | $155K | Buy |
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|
2019
Q1 | $115K | Sell |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $180K | Hold |
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|
2018
Q2 | $180K | Hold |
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|
2018
Q1 | $175K | Sell |
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|
2017
Q4 | $259K | Sell |
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|
2017
Q3 | $291K | Hold |
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|
2017
Q2 | $277K | Sell |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $5.65M | Sell |
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|
2016
Q3 | $5.67M | Buy |
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|
2016
Q2 | $5.23M | Sell |
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|
2016
Q1 | $5.63M | Buy |
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|
2015
Q4 | $5.8M | Buy |
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