First Personal Financial Services’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
Q1 | – | Sell |
-166
| Closed | -$10K | – | 480 |
|
|
2019
Q4 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 281 |
|
|
2018
Q2 | – | Sell |
-44,080
| Closed | -$2.87M | – | 895 |
|
|
2018
Q1 | $2.87M | Sell |
44,080
-829
| -2% | -$54.1K | 0.63% | 59 |
|
|
2017
Q4 | $2.9M | Hold |
44,909
| – | – | 0.56% | 59 |
|
|
2017
Q3 | $2.78M | Hold |
44,909
| – | – | 0.59% | 60 |
|
|
2017
Q2 | $2.6M | Buy |
+44,909
| New | +$2.6M | 0.57% | 62 |
|