O'Brien Wealth Partners’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
Q2 | – | Sell |
-28,023
| Closed | -$1.22M | – | 32 |
|
|
2020
Q1 | $1.22M | Sell |
28,023
-7,464
| -21% | -$324K | 0.68% | 11 |
|
|
2019
Q4 | $2.2M | Sell |
35,487
-999
| -3% | -$62K | 1.57% | 8 |
|
|
2019
Q3 | $2.09M | Sell |
36,486
-9,507
| -21% | -$544K | 1.64% | 9 |
|
|
2019
Q2 | $2.67M | Sell |
45,993
-5,074
| -10% | -$294K | 1.95% | 7 |
|
|
2019
Q1 | $2.93M | Sell |
51,067
-124,588
| -71% | -$7.16M | 2.07% | 8 |
|
|
2018
Q4 | $9.56M | Buy |
175,655
+175,118
| +32,610% | +$9.53M | 6.54% | 6 |
|
|
2018
Q3 | $33K | Buy |
+537
| New | +$33K | 0.02% | 84 |
|