Koshinski 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
Q2 | – | Sell |
-1,858
| Closed | -$123K | – | 1728 |
|
|
2022
Q1 | $123K | Sell |
1,858
-209
| -10% | -$13.9K | 0.01% | 753 |
|
|
2021
Q4 | $151K | Hold |
2,067
| – | – | 0.01% | 715 |
|
|
2021
Q3 | $154K | Buy |
+2,067
| New | +$154K | 0.01% | 696 |
|
|
2020
Q1 | – | Sell |
-8,995
| Closed | -$557K | – | 511 |
|
|
2019
Q4 | $557K | Buy |
+8,995
| New | +$557K | 0.1% | 286 |
|
|
2019
Q2 | – | Sell |
-4,616
| Closed | -$268 | – | 365 |
|
|
2019
Q1 | $268 | Buy |
+4,616
| New | +$268 | 0.07% | 311 |
|
|
2018
Q3 | – | Sell |
-4,296
| Closed | -$270K | – | 545 |
|
|
2018
Q2 | $270K | Buy |
4,296
+34
| +0.8% | +$2.14K | 0.08% | 306 |
|
|
2018
Q1 | $278K | Sell |
4,262
-1,615
| -27% | -$105K | 0.09% | 298 |
|
|
2017
Q4 | $379K | Buy |
+5,877
| New | +$379K | 0.09% | 294 |
|