Cumberland Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $534K | Hold |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $536K | Sell |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $622K | Hold |
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|
2018
Q4 | $561K | Buy |
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|
2018
Q3 | $544K | Sell |
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|
2018
Q2 | $6.8M | Buy |
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|
2018
Q1 | $6.85M | Sell |
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|
2017
Q4 | $7.32M | Buy |
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|
2017
Q3 | $6.79M | Sell |
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|
2017
Q2 | $7.05M | Sell |
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|
2017
Q1 | $7.83M | Sell |
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|
2016
Q4 | $7.27M | Sell |
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|
2016
Q3 | $8.43M | Sell |
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|
2016
Q2 | $7.92M | Sell |
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|
2016
Q1 | $8.45M | Buy |
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|
2015
Q4 | $8.07M | Buy |
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|
2015
Q3 | $6.14M | Buy |
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|
2015
Q2 | $612K | Sell |
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|
2015
Q1 | $600K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.84M | Buy |
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|
2013
Q3 | $2.22M | Buy |
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