Lenox Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $210K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $17M | Sell |
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|
2014
Q2 | $19.2M | Sell |
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|
2014
Q1 | $44.2M | Buy |
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|
2013
Q4 | $15.6M | Buy |
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