Global Wealth Management Investment Advisory’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 |
-24
| Closed | -$2K | – | 497 |
|
|
2021
Q3 | $2K | Sell |
24
-18
| -43% | -$1.5K | ﹤0.01% | 429 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $3K | Sell |
42
-2
| -5% | -$143 | ﹤0.01% | 399 |
|
|
2020
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $2K | Sell |
44
-5
| -10% | -$227 | ﹤0.01% | 519 |
|
|
2019
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $3K | Sell |
49
-48
| -49% | -$2.94K | ﹤0.01% | 470 |
|
|
2019
Q2 | $6K | Sell |
97
-2
| -2% | -$124 | ﹤0.01% | 427 |
|
|
2019
Q1 | $6K | Buy |
+99
| New | +$6K | ﹤0.01% | 433 |
|