Proficio Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,920
| Closed | -$256K | – | 1334 |
|
2018
Q1 | $256K | Hold |
3,920
| – | – | 0.08% | 108 |
|
2017
Q4 | $253K | Hold |
3,920
| – | – | 0.08% | 111 |
|
2017
Q3 | $243K | Sell |
3,920
-1,680
| -30% | -$104K | 0.1% | 132 |
|
2017
Q2 | $337K | Hold |
5,600
| – | – | 0.14% | 103 |
|
2017
Q1 | $327K | Buy |
+5,600
| New | +$327K | 0.14% | 106 |
|