Trellis Advisors, LLC SCZ Holdings History
Trellis Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q2. And since then Trellis Advisors, LLC has made 12 purchases of SCZ, at an average price of $65.34, for a total of 171,566.00 shares. In addition, there have been 11 sales at an average price of $57.52 for 171,566.00 shares. Based on historical transaction data and SCZ's current price of $73.02, Trellis Advisors, LLC's estimated gain on his SCZ holdings is $-1.34 Mil, reflecting a -11.97% gain to date.
Trellis Advisors, LLC SCZ ($73.02) Holding Chart
Trellis Advisors, LLC SCZ ($73.02) 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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