Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-27,793
| Closed | -$1.6M | – | 389 |
|
|
2019
Q2 | $1.6M | Buy |
27,793
+1,501
| +6% | +$86.6K | 0.12% | 181 |
|
|
2019
Q1 | $1.53M | Buy |
26,292
+1,356
| +5% | +$79K | 0.13% | 171 |
|
|
2018
Q4 | $1.35M | Buy |
24,936
+1,732
| +7% | +$94K | 0.12% | 184 |
|
|
2018
Q3 | $1.45M | Buy |
+23,204
| New | +$1.45M | 0.18% | 119 |
|
|
2018
Q2 | – | Sell |
-22,132
| Closed | -$1.44M | – | 284 |
|
|
2018
Q1 | $1.44M | Buy |
22,132
+1,603
| +8% | +$104K | 0.09% | 179 |
|
|
2017
Q4 | $1.36M | Buy |
+20,529
| New | +$1.36M | 0.14% | 155 |
|
|
2016
Q1 | – | Sell |
-12,289
| Closed | -$613K | – | 127 |
|
|
2015
Q4 | $613K | Buy |
+12,289
| New | +$613K | 0.41% | 57 |
|