Landsberg Bennett & Dubbaneh’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
Q1 | – | Sell |
-42,197
| Closed | -$2.61M | – | 219 |
|
2019
Q4 | $2.61M | Sell |
42,197
-662
| -2% | -$41K | 0.61% | 55 |
|
2019
Q3 | $2.44M | Sell |
42,859
-40,564
| -49% | -$2.31M | 0.66% | 55 |
|
2019
Q2 | $4.82M | Sell |
83,423
-16,884
| -17% | -$976K | 1.26% | 16 |
|
2019
Q1 | $5.9M | Buy |
100,307
+40,878
| +69% | +$2.4M | 1.39% | 9 |
|
2018
Q4 | $3.08M | Buy |
+59,429
| New | +$3.08M | 1.18% | 17 |
|