Keystone Financial Group (Kentucky)’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
-4,945
Closed -$309K 189
2018
Q3
$309K Sell
4,945
-1,294
-21% -$80.9K 0.13% 141
2018
Q2
$387K Sell
6,239
-11,190
-64% -$694K 0.22% 104
2018
Q1
$494K Sell
17,429
-18,053
-51% -$512K 0.27% 89
2017
Q4
$2.27M Buy
+35,482
New +$2.27M 1.41% 18