Wealth & Pension Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.85M | Sell |
32,365
-964
| -3% | -$55.2K | 1.34% | 20 |
|
|
2019
Q2 | $1.91M | Buy |
33,329
+1,235
| +4% | +$70.9K | 1.39% | 19 |
|
|
2019
Q1 | $1.84M | Sell |
32,094
-1,184
| -4% | -$68K | 1.43% | 19 |
|
|
2018
Q4 | $1.72M | Buy |
33,278
+1,035
| +3% | +$53.6K | 1.55% | 18 |
|
|
2018
Q3 | $2.01M | Sell |
32,243
-8,974
| -22% | -$559K | 2.02% | 12 |
|
|
2018
Q2 | $2.59M | Buy |
+41,217
| New | +$2.59M | 3.28% | 9 |
|