EA
Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,759
| Closed | -$296K | – | 20 |
|
|
2019
Q4 | $296K | Buy |
4,759
+95
| +2% | +$5.91K | 0.17% | 14 |
|
|
2019
Q3 | $267K | Hold |
4,664
| – | – | 0.16% | 16 |
|
|
2019
Q2 | $268K | Buy |
4,664
+75
| +2% | +$4.31K | 0.17% | 15 |
|
|
2019
Q1 | $264K | Sell |
4,589
-175
| -4% | -$10.1K | 0.22% | 13 |
|
|
2018
Q4 | $247K | Buy |
+4,764
| New | +$247K | 0.25% | 13 |
|