Reilly Financial Advisors’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
Q4 | $57K | Buy |
779
+515
| +195% | +$37.7K | ﹤0.01% | 378 |
|
|
2021
Q3 | $20K | Buy |
+264
| New | +$20K | ﹤0.01% | 530 |
|
|
2020
Q1 | – | Sell |
-1,205
| Closed | -$75K | – | 940 |
|
|
2019
Q4 | $75K | Hold |
1,205
| – | – | 0.01% | 277 |
|
|
2019
Q3 | $69K | Buy |
+1,205
| New | +$69K | 0.01% | 298 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$11K | – | 1050 |
|
|
2018
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 636 |
|
|
2014
Q3 | – | Sell |
-149
| Closed | -$8K | – | 856 |
|
|
2014
Q2 | $8K | Buy |
+149
| New | +$8K | ﹤0.01% | 599 |
|
|
2014
Q1 | – | Sell |
-59
| Closed | -$3K | – | 847 |
|
|
2013
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 760 |
|