HC Financial Advisors’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 |
-1,273
| Closed | -$95K | – | 341 |
|
|
2021
Q3 | $95K | Sell |
1,273
-87
| -6% | -$6.49K | 0.06% | 97 |
|
|
2021
Q2 | $101K | Hold |
1,360
| – | – | 0.06% | 100 |
|
|
2021
Q1 | $98K | Hold |
1,360
| – | – | 0.06% | 101 |
|
|
2020
Q4 | $93K | Hold |
1,360
| – | – | 0.06% | 105 |
|
|
2020
Q3 | $80K | Hold |
1,360
| – | – | 0.06% | 96 |
|
|
2020
Q2 | $73K | Hold |
1,360
| – | – | 0.06% | 90 |
|
|
2020
Q1 | $61K | Buy |
+1,360
| New | +$61K | 0.05% | 96 |
|