HL Financial Services’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
Q4 | – | Sell |
-8,168
| Closed | -$509K | – | 771 |
|
|
2018
Q3 | $509K | Buy |
8,168
+1,474
| +22% | +$91.9K | 0.01% | 521 |
|
|
2018
Q2 | $420K | Buy |
6,694
+957
| +17% | +$60K | 0.01% | 520 |
|
|
2018
Q1 | $374K | Buy |
+5,737
| New | +$374K | 0.01% | 544 |
|
|
2017
Q4 | – | Sell |
-14,977
| Closed | -$929K | – | 684 |
|
|
2017
Q3 | $929K | Buy |
+14,977
| New | +$929K | 0.02% | 372 |
|