CWA
Cypress Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,165
| Closed | -$279K | – | 203 |
|
|
2016
Q1 | $279K | Hold |
6,165
| – | – | 0.13% | 139 |
|
|
2015
Q4 | $308K | Hold |
6,165
| – | – | 0.16% | 122 |
|
|
2015
Q3 | $295K | Hold |
6,165
| – | – | 0.16% | 126 |
|
|
2015
Q2 | $315K | Buy |
+6,165
| New | +$315K | 0.18% | 110 |
|