Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-337
| Closed | -$25K | – | 828 |
|
|
2021
Q4 | $25K | Hold |
337
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $25K | Buy |
337
+17
| +5% | +$1.26K | ﹤0.01% | 430 |
|
|
2021
Q2 | $24K | Buy |
320
+61
| +24% | +$4.58K | ﹤0.01% | 449 |
|
|
2021
Q1 | $19K | Hold |
259
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $18K | Hold |
259
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $15K | Hold |
259
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $14K | Buy |
+259
| New | +$14K | ﹤0.01% | 448 |
|