Moneywise Inc’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 |
-4,066
| Closed | -$233K | – | 45 |
|
|
2019
Q4 | $233K | Sell |
4,066
-239
| -6% | -$13.7K | 0.18% | 36 |
|
|
2019
Q3 | $246K | Buy |
4,305
+77
| +2% | +$4.4K | 0.2% | 35 |
|
|
2019
Q2 | $243K | Buy |
4,228
+810
| +24% | +$46.6K | 0.19% | 36 |
|
|
2019
Q1 | $223K | Sell |
3,418
-492
| -13% | -$32.1K | 0.19% | 34 |
|
|
2018
Q4 | $203K | Sell |
3,910
-205
| -5% | -$10.6K | 0.19% | 36 |
|
|
2018
Q3 | $256K | Buy |
4,115
+267
| +7% | +$16.6K | 0.22% | 34 |
|
|
2018
Q2 | $241K | Buy |
3,848
+175
| +5% | +$11K | 0.21% | 34 |
|
|
2018
Q1 | $239K | Buy |
3,673
+85
| +2% | +$5.53K | 0.2% | 34 |
|
|
2017
Q4 | $231K | Buy |
3,588
+141
| +4% | +$9.08K | 0.17% | 33 |
|
|
2017
Q3 | $214K | Buy |
+3,447
| New | +$214K | 0.17% | 36 |
|