Gupta Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2K | Sell |
31
-2,184
| -99% | -$141K | ﹤0.01% | 1078 |
|
|
2015
Q4 | $111K | Buy |
2,215
+1,340
| +153% | +$67.2K | 0.03% | 311 |
|
|
2015
Q3 | $42K | Sell |
875
-50
| -5% | -$2.4K | 0.01% | 485 |
|
|
2015
Q2 | $47K | Hold |
925
| – | – | 0.01% | 484 |
|
|
2015
Q1 | $46K | Buy |
+925
| New | +$46K | 0.01% | 420 |
|