YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,011
| Closed | -$512K | – | 311 |
|
|
2021
Q4 | $512K | Buy |
7,011
+1,431
| +26% | +$105K | 0.04% | 207 |
|
|
2021
Q3 | $415K | Hold |
5,580
| – | – | 0.04% | 213 |
|
|
2021
Q2 | $414K | Sell |
5,580
-1,419
| -20% | -$105K | 0.04% | 217 |
|
|
2021
Q1 | $529K | Buy |
6,999
+3,994
| +133% | +$302K | 0.05% | 195 |
|
|
2020
Q4 | $205K | Buy |
+3,005
| New | +$205K | 0.02% | 273 |
|