Mosaic Family Wealth’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
Q1 | – | Sell |
-3,998
| Closed | -$273K | – | 165 |
|
|
2020
Q4 | $273K | Hold |
3,998
| – | – | 0.09% | 123 |
|
|
2020
Q3 | $236K | Buy |
+3,998
| New | +$236K | 0.09% | 121 |
|
|
2018
Q2 | – | Sell |
-230
| Closed | -$15K | – | 692 |
|
|
2018
Q1 | $15K | Hold |
230
| – | – | 0.01% | 481 |
|
|
2017
Q4 | $15K | Hold |
230
| – | – | 0.01% | 483 |
|
|
2017
Q3 | $14K | Hold |
230
| – | – | 0.01% | 524 |
|
|
2017
Q2 | $13K | Hold |
230
| – | – | 0.01% | 465 |
|
|
2017
Q1 | $12K | Sell |
230
-629
| -73% | -$32.8K | 0.01% | 489 |
|
|
2016
Q4 | $43K | Hold |
859
| – | – | 0.02% | 341 |
|
|
2016
Q3 | $45K | Buy |
+859
| New | +$45K | 0.02% | 341 |
|