Seven Springs Wealth Group’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
Q2 | – | Sell |
-2,242
| Closed | -$161K | – | 130 |
|
|
2021
Q1 | $161K | Sell |
2,242
-17,610
| -89% | -$1.26M | 0.08% | 61 |
|
|
2020
Q4 | $1.36M | Buy |
19,852
+647
| +3% | +$44.2K | 0.7% | 15 |
|
|
2020
Q3 | $1.13M | Sell |
19,205
-14,852
| -44% | -$876K | 0.71% | 15 |
|
|
2020
Q2 | $1.83M | Buy |
34,057
+102
| +0.3% | +$5.47K | 1.16% | 14 |
|
|
2020
Q1 | $1.52M | Sell |
33,955
-35,269
| -51% | -$1.58M | 1.07% | 15 |
|
|
2019
Q4 | $4.31M | Buy |
+69,224
| New | +$4.31M | 2.93% | 8 |
|