Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $486K | Sell |
7,331
-2,194
| -23% | -$145K | 0.24% | 110 |
|
|
2021
Q4 | $696K | Sell |
9,525
-384
| -4% | -$28.1K | 0.35% | 68 |
|
|
2021
Q3 | $737K | Buy |
9,909
+394
| +4% | +$29.3K | 0.3% | 81 |
|
|
2021
Q2 | $706K | Sell |
9,515
-1,376
| -13% | -$102K | 0.27% | 93 |
|
|
2021
Q1 | $782K | Sell |
10,891
-858
| -7% | -$61.6K | 0.45% | 67 |
|
|
2020
Q4 | $803K | Buy |
+11,749
| New | +$803K | 0.55% | 49 |
|