Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,426
| Closed | -$467K | – | 113 |
|
|
2021
Q1 | $467K | Buy |
+10,426
| New | +$467K | 0.23% | 43 |
|
|
2020
Q4 | – | Sell |
-7,757
| Closed | -$458K | – | 96 |
|
|
2020
Q3 | $458K | Sell |
7,757
-879
| -10% | -$51.9K | 0.18% | 52 |
|
|
2020
Q2 | $463K | Sell |
8,636
-1,790
| -17% | -$96K | 0.19% | 48 |
|
|
2020
Q1 | $467K | Buy |
+10,426
| New | +$467K | 0.23% | 43 |
|