Convergent Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,102
| Closed | -$617K | – | 42 |
|
|
2015
Q2 | $617K | Hold |
12,102
| – | – | 0.14% | 31 |
|
|
2015
Q1 | $599K | Hold |
12,102
| – | – | 0.09% | 39 |
|
|
2014
Q4 | $565K | Buy |
+12,102
| New | +$565K | 0.07% | 29 |
|
|
2014
Q1 | – | Sell |
-9,541
| Closed | -$486K | – | 33 |
|
|
2013
Q4 | $486K | Buy |
+9,541
| New | +$486K | 0.08% | 27 |
|