Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,030
| Closed | -$374K | – | 202 |
|
|
2021
Q3 | $374K | Buy |
+5,030
| New | +$374K | 0.15% | 104 |
|
|
2020
Q4 | – | Sell |
-8,721
| Closed | -$514K | – | 170 |
|
|
2020
Q3 | $514K | Sell |
8,721
-16,741
| -66% | -$987K | 0.24% | 69 |
|
|
2020
Q2 | $1.37M | Buy |
+25,462
| New | +$1.37M | 0.65% | 38 |
|
|
2020
Q1 | – | Sell |
-30,649
| Closed | -$1.91M | – | 87 |
|
|
2019
Q4 | $1.91M | Buy |
+30,649
| New | +$1.91M | 1% | 16 |
|