Fusion Family Wealth’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 |
-245
| Closed | -$13K | – | 228 |
|
|
2018
Q4 | $13K | Hold |
245
| – | – | ﹤0.01% | 174 |
|
|
2018
Q3 | $15K | Sell |
245
-131
| -35% | -$8.02K | ﹤0.01% | 180 |
|
|
2018
Q2 | $24K | Sell |
376
-142
| -27% | -$9.06K | 0.01% | 176 |
|
|
2018
Q1 | $34K | Sell |
518
-90
| -15% | -$5.91K | 0.01% | 137 |
|
|
2017
Q4 | $39K | Sell |
608
-246
| -29% | -$15.8K | 0.01% | 144 |
|
|
2017
Q3 | $53K | Hold |
854
| – | – | 0.02% | 85 |
|
|
2017
Q2 | $49K | Hold |
854
| – | – | 0.02% | 126 |
|
|
2017
Q1 | $46K | Hold |
854
| – | – | 0.02% | 123 |
|
|
2016
Q4 | $44K | Buy |
+854
| New | +$44K | 0.03% | 131 |
|