Hefty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-245
| Closed | -$16K | – | 272 |
|
|
2017
Q4 | $16K | Sell |
245
-17,782
| -99% | -$1.16M | 0.01% | 174 |
|
|
2017
Q3 | $1.12M | Buy |
18,027
+903
| +5% | +$56K | 0.74% | 43 |
|
|
2017
Q2 | $990K | Buy |
+17,124
| New | +$990K | 0.68% | 46 |
|
|
2016
Q3 | – | Sell |
-7,040
| Closed | -$339K | – | 254 |
|
|
2016
Q2 | $339K | Buy |
+7,040
| New | +$339K | 0.28% | 80 |
|