Marshall Financial Group (Pennsylvania)’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 |
-6,649
| Closed | -$414K | – | 51 |
|
|
2019
Q4 | $414K | Buy |
6,649
+115
| +2% | +$7.16K | 0.28% | 37 |
|
|
2019
Q3 | $374K | Hold |
6,534
| – | – | 0.28% | 38 |
|
|
2019
Q2 | $375K | Buy |
6,534
+91
| +1% | +$5.22K | 0.29% | 38 |
|
|
2019
Q1 | $370K | Sell |
6,443
-1,558
| -19% | -$89.5K | 0.3% | 37 |
|
|
2018
Q4 | $415K | Buy |
+8,001
| New | +$415K | 0.39% | 31 |
|