Leicht Financial Planning & Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,442
| Closed | -$277K | – | 67 |
|
|
2019
Q4 | $277K | Sell |
4,442
-717
| -14% | -$44.7K | 0.25% | 55 |
|
|
2019
Q3 | $295K | Sell |
5,159
-4,838
| -48% | -$277K | 0.28% | 44 |
|
|
2019
Q2 | $574K | Sell |
9,997
-3,611
| -27% | -$207K | 0.56% | 41 |
|
|
2019
Q1 | $782K | Sell |
13,608
-5,582
| -29% | -$321K | 0.81% | 30 |
|
|
2018
Q4 | $992K | Sell |
19,190
-13,986
| -42% | -$723K | 1.31% | 25 |
|
|
2018
Q3 | $2.06M | Sell |
33,176
-983
| -3% | -$61.1K | 2.45% | 12 |
|
|
2018
Q2 | $2.11M | Buy |
34,159
+939
| +3% | +$58.1K | 1.8% | 14 |
|
|
2018
Q1 | $2.14M | Buy |
33,220
+5,989
| +22% | +$385K | 1.85% | 13 |
|
|
2017
Q4 | $1.8M | Buy |
27,231
+17,936
| +193% | +$1.19M | 1.51% | 14 |
|
|
2017
Q3 | $575K | Buy |
+9,295
| New | +$575K | 0.48% | 21 |
|