Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-55,626
| Closed | -$3.19M | – | 88 |
|
|
2019
Q2 | $3.19M | Sell |
55,626
-3,095
| -5% | -$178K | 1.5% | 18 |
|
|
2019
Q1 | $3.37M | Buy |
58,721
+8,139
| +16% | +$468K | 1.82% | 19 |
|
|
2018
Q4 | $2.62M | Buy |
50,582
+4,456
| +10% | +$231K | 1.71% | 19 |
|
|
2018
Q3 | $2.87M | Sell |
46,126
-6,113
| -12% | -$381K | 1.87% | 18 |
|
|
2018
Q2 | $3.28M | Buy |
52,239
+1,225
| +2% | +$76.8K | 2.4% | 14 |
|
|
2018
Q1 | $3.33M | Sell |
51,014
-35,571
| -41% | -$2.32M | 2.61% | 14 |
|
|
2017
Q4 | $5.59M | Buy |
+86,585
| New | +$5.59M | 4.4% | 8 |
|