FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$735 | – | 1318 |
|
|
2023
Q2 | $735 | Hold |
13
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q1 | $735 | Hold |
13
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q4 | $734 | Sell |
13
-12
| -48% | -$678 | ﹤0.01% | 1112 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1188 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$3K | – | 1196 |
|
|
2021
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 991 |
|
|
2020
Q3 | $2 | Hold |
39
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 942 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 1324 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1047 |
|