SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $390K | Buy |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $472K | Hold |
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|
2019
Q1 | $472K | Sell |
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|
2018
Q4 | $514K | Hold |
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|
2018
Q3 | $617K | Sell |
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|
2018
Q2 | $809K | Sell |
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|
2018
Q1 | $884K | Buy |
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|
2017
Q4 | $903K | Sell |
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|
2017
Q3 | $884K | Buy |
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|
2017
Q2 | $811K | Sell |
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|
2017
Q1 | $801K | Sell |
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|
2016
Q4 | $914K | Buy |
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|
2016
Q3 | $675K | Hold |
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|
2016
Q2 | $622K | Sell |
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|
2016
Q1 | $679K | Buy |
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