Summit Financial Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $452K | Sell |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $239K | Buy |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $286K | Buy |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $276K | Buy |
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|
2017
Q2 | $249K | Buy |
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|
2017
Q1 | $226K | Buy |
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