Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-236
| Closed | -$18K | – | 926 |
|
|
2021
Q3 | $18K | Hold |
236
| – | – | 0.01% | 686 |
|
|
2021
Q2 | $17K | Buy |
236
+3
| +1% | +$216 | 0.01% | 548 |
|
|
2021
Q1 | $16K | Hold |
233
| – | – | 0.01% | 505 |
|
|
2020
Q4 | $16K | Buy |
233
+1
| +0.4% | +$69 | 0.01% | 502 |
|
|
2020
Q3 | $14K | Hold |
232
| – | – | 0.01% | 467 |
|
|
2020
Q2 | $12K | Buy |
232
+2
| +0.9% | +$103 | 0.01% | 462 |
|
|
2020
Q1 | $10K | Hold |
230
| – | – | 0.01% | 464 |
|
|
2019
Q4 | $14K | Buy |
+230
| New | +$14K | 0.01% | 482 |
|
|
2019
Q3 | – | Sell |
-225
| Closed | -$13K | – | 963 |
|
|
2019
Q2 | $13K | Buy |
+225
| New | +$13K | 0.01% | 478 |
|