WWM
Willingdon 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 |
-35
| Closed | -$2K | – | 369 |
|
|
2019
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 330 |
|
|
2018
Q2 | – | Sell |
-151
| Closed | -$10K | – | 348 |
|
|
2018
Q1 | $10K | Buy |
151
+43
| +40% | +$2.85K | ﹤0.01% | 260 |
|
|
2017
Q4 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 269 |
|