Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-299
| Closed | -$14K | – | 737 |
|
|
2016
Q2 | $14K | Hold |
299
| – | – | ﹤0.01% | 509 |
|
|
2016
Q1 | $15K | Hold |
299
| – | – | ﹤0.01% | 527 |
|
|
2015
Q4 | $15K | Sell |
299
-23
| -7% | -$1.15K | ﹤0.01% | 505 |
|
|
2015
Q3 | $15K | Hold |
322
| – | – | ﹤0.01% | 526 |
|
|
2015
Q2 | $16K | Buy |
322
+299
| +1,300% | +$14.9K | ﹤0.01% | 533 |
|
|
2015
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 685 |
|