Mid Atlantic Financial 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
Q3 | $1.75M | Buy |
23,465
+3,411
| +17% | +$254K | 0.12% | 154 |
|
|
2021
Q2 | $1.49M | Sell |
20,054
-870
| -4% | -$64.5K | 0.1% | 171 |
|
|
2021
Q1 | $1.5M | Buy |
20,924
+59
| +0.3% | +$4.24K | 0.11% | 166 |
|
|
2020
Q4 | $1.43M | Buy |
20,865
+6
| +0% | +$410 | 0.11% | 168 |
|
|
2020
Q3 | $1.31M | Sell |
20,859
-1,014
| -5% | -$63.5K | 0.11% | 162 |
|
|
2020
Q2 | $1.17M | Buy |
21,873
+771
| +4% | +$41.3K | 0.11% | 161 |
|
|
2020
Q1 | $946K | Buy |
21,102
+227
| +1% | +$10.2K | 0.11% | 172 |
|
|
2019
Q4 | $1.3M | Buy |
20,875
+2,873
| +16% | +$179K | 0.12% | 158 |
|
|
2019
Q3 | $1.03M | Buy |
18,002
+387
| +2% | +$22.1K | 0.11% | 186 |
|
|
2019
Q2 | $1.01M | Buy |
17,615
+1,497
| +9% | +$85.9K | 0.11% | 191 |
|
|
2019
Q1 | $926K | Buy |
16,118
+536
| +3% | +$30.8K | 0.1% | 207 |
|
|
2018
Q4 | $807K | Buy |
+15,582
| New | +$807K | 0.1% | 200 |
|