Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $719K | Sell |
11,150
-163
| -1% | -$10.5K | 0.24% | 76 |
|
|
2017
Q3 | $701K | Buy |
11,313
+2,123
| +23% | +$132K | 0.27% | 62 |
|
|
2017
Q2 | $534K | Buy |
9,190
+819
| +10% | +$47.6K | 0.21% | 75 |
|
|
2017
Q1 | $452K | Buy |
8,371
+457
| +6% | +$24.7K | 0.15% | 102 |
|
|
2016
Q4 | $393K | Sell |
7,914
-226
| -3% | -$11.2K | 0.13% | 115 |
|
|
2016
Q3 | $426K | Buy |
+8,140
| New | +$426K | 0.15% | 103 |
|