Cassaday & Co Inc. SCZ Holdings History
Cassaday & Co Inc.'s iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 96,329.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $7.04 Mil. This investment constitutes 0.66% of their stock portfolio, and Cassaday & Co Inc. now holds 0.05% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q2. And since then Cassaday & Co Inc. has made 2 purchases of SCZ, at an average price of $52.13, for a total of 210,333.00 shares. In addition, there have been 2 sales at an average price of $51.54 for 114,004.00 shares. Based on historical transaction data and SCZ's current price of $72.40, Cassaday & Co Inc.'s estimated gain on his SCZ holdings is $1.89 Mil, reflecting a 17.20% gain to date.
Cassaday & Co Inc. SCZ ($72.40) Holding Chart
Cassaday & Co Inc. SCZ ($72.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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