Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,653
| Closed | -$249K | – | 19 |
|
|
2020
Q2 | $249K | Sell |
4,653
-16,537
| -78% | -$885K | 0.6% | 18 |
|
|
2020
Q1 | $950K | Sell |
21,190
-5,194
| -20% | -$233K | 1.14% | 16 |
|
|
2019
Q4 | $1.64M | Buy |
26,384
+2,441
| +10% | +$152K | 1.6% | 15 |
|
|
2019
Q3 | $1.37M | Sell |
23,943
-9,357
| -28% | -$535K | 1.45% | 16 |
|
|
2019
Q2 | $1.91M | Buy |
33,300
+6,375
| +24% | +$366K | 1.88% | 15 |
|
|
2019
Q1 | $1.55M | Sell |
26,925
-24,931
| -48% | -$1.43M | 1.67% | 16 |
|
|
2018
Q4 | $2.69M | Sell |
51,856
-20,181
| -28% | -$1.05M | 3.23% | 14 |
|
|
2018
Q3 | $4.49M | Buy |
72,037
+603
| +0.8% | +$37.6K | 4.54% | 12 |
|
|
2018
Q2 | $4.48M | Buy |
71,434
+5,777
| +9% | +$362K | 4.66% | 12 |
|
|
2018
Q1 | $4.28M | Buy |
65,657
+9,897
| +18% | +$645K | 3.96% | 13 |
|
|
2017
Q4 | $3.6M | Buy |
+55,760
| New | +$3.6M | 3.29% | 13 |
|