Lutz Financial Services’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 |
-71,728
| Closed | -$4.47M | – | 66 |
|
|
2019
Q4 | $4.47M | Buy |
71,728
+1,143
| +2% | +$71.2K | 0.79% | 27 |
|
|
2019
Q3 | $4.04M | Sell |
70,585
-1,370
| -2% | -$78.4K | 0.77% | 27 |
|
|
2019
Q2 | $4.13M | Buy |
71,955
+447
| +0.6% | +$25.7K | 0.81% | 26 |
|
|
2019
Q1 | $4.11M | Sell |
71,508
-7,121
| -9% | -$409K | 0.84% | 23 |
|
|
2018
Q4 | $4.08M | Buy |
+78,629
| New | +$4.08M | 0.91% | 27 |
|