TVWM
Tower View Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 134 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 137 |
|
|
2019
Q3 | $1K | Sell |
16
-1,238
| -99% | -$77.4K | ﹤0.01% | 138 |
|
|
2019
Q2 | $72K | Sell |
1,254
-80
| -6% | -$4.59K | 0.06% | 75 |
|
|
2019
Q1 | $77K | Sell |
1,334
-25,209
| -95% | -$1.46M | 0.07% | 68 |
|
|
2018
Q4 | $1.38M | Sell |
26,543
-429
| -2% | -$22.2K | 1.42% | 34 |
|
|
2018
Q3 | $1.68M | Buy |
26,972
+67
| +0.2% | +$4.17K | 1.47% | 30 |
|
|
2018
Q2 | $1.69M | Buy |
+26,905
| New | +$1.69M | 1.59% | 27 |
|
|
2018
Q1 | – | Sell |
-27,513
| Closed | -$1.78M | – | 147 |
|
|
2017
Q4 | $1.78M | Buy |
+27,513
| New | +$1.78M | 1.64% | 25 |
|