Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 87 |
|
|
2020
Q2 | $1K | Sell |
11
-2,535
| -100% | -$230K | ﹤0.01% | 89 |
|
|
2020
Q1 | $114K | Sell |
2,546
-369
| -13% | -$16.5K | 0.02% | 70 |
|
|
2019
Q4 | $181K | Sell |
2,915
-3,508
| -55% | -$218K | 0.03% | 66 |
|
|
2019
Q3 | $368K | Buy |
6,423
+284
| +5% | +$16.3K | 0.05% | 68 |
|
|
2019
Q2 | $352K | Sell |
6,139
-42
| -0.7% | -$2.41K | 0.05% | 67 |
|
|
2019
Q1 | $355K | Buy |
+6,181
| New | +$355K | 0.05% | 65 |
|