Smith & Howard Wealth Management’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
Q1 | – | Sell |
-5,816
| Closed | -$362K | – | 86 |
|
|
2019
Q4 | $362K | Buy |
+5,816
| New | +$362K | 0.12% | 55 |
|
|
2019
Q2 | – | Sell |
-3,836
| Closed | -$220K | – | 68 |
|
|
2019
Q1 | $220K | Buy |
+3,836
| New | +$220K | 0.11% | 51 |
|
|
2018
Q4 | – | Sell |
-3,836
| Closed | -$239K | – | 60 |
|
|
2018
Q3 | $239K | Hold |
3,836
| – | – | 0.1% | 43 |
|
|
2018
Q2 | $241K | Buy |
+3,836
| New | +$241K | 0.11% | 44 |
|