SHJ
Sharkey, Howes & Javer’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-400
| Closed | -$25K | – | 223 |
|
|
2018
Q2 | $25K | Hold |
400
| – | – | 0.01% | 132 |
|
|
2018
Q1 | $26K | Hold |
400
| – | – | 0.01% | 117 |
|
|
2017
Q4 | $26K | Hold |
400
| – | – | 0.02% | 121 |
|
|
2017
Q3 | $25K | Hold |
400
| – | – | 0.01% | 121 |
|
|
2017
Q2 | $23K | Hold |
400
| – | – | 0.01% | 121 |
|
|
2017
Q1 | $22K | Sell |
400
-640
| -62% | -$35.2K | 0.01% | 134 |
|
|
2016
Q4 | $52K | Hold |
1,040
| – | – | 0.03% | 93 |
|
|
2016
Q3 | $55K | Hold |
1,040
| – | – | 0.03% | 86 |
|
|
2016
Q2 | $50K | Hold |
1,040
| – | – | 0.03% | 88 |
|
|
2016
Q1 | $52K | Buy |
+1,040
| New | +$52K | 0.04% | 86 |
|