TPG Financial Advisors’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
Q2 | – | Sell |
-10,122
| Closed | -$454K | – | 45 |
|
|
2020
Q1 | $454K | Buy |
10,122
+3,634
| +56% | +$163K | 0.45% | 29 |
|
|
2019
Q4 | $404K | Sell |
6,488
-254
| -4% | -$15.8K | 0.33% | 37 |
|
|
2019
Q3 | $386K | Sell |
6,742
-57
| -0.8% | -$3.26K | 0.35% | 35 |
|
|
2019
Q2 | $398K | Sell |
6,799
-159
| -2% | -$9.31K | 0.36% | 32 |
|
|
2019
Q1 | $405K | Sell |
6,958
-32
| -0.5% | -$1.86K | 0.39% | 30 |
|
|
2018
Q4 | $362K | Buy |
+6,990
| New | +$362K | 0.39% | 32 |
|