Founders Financial Securities’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
Q1 | – | Sell |
-49,112
| Closed | -$2.55M | – | 121 |
|
2018
Q4 | $2.55M | Sell |
49,112
-38,147
| -44% | -$1.98M | 0.92% | 25 |
|
2018
Q3 | $5.43M | Buy |
87,259
+15,674
| +22% | +$976K | 1.51% | 20 |
|
2018
Q2 | $4.49M | Buy |
71,585
+64,798
| +955% | +$4.07M | 1.38% | 21 |
|
2018
Q1 | $442K | Sell |
6,787
-70,206
| -91% | -$4.57M | 0.14% | 83 |
|
2017
Q4 | $4.97M | Buy |
+76,993
| New | +$4.97M | 1.65% | 19 |
|