Abound Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-908
| Closed | -$56K | – | 1339 |
|
|
2024
Q2 | $56K | Hold |
908
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $57.5K | Hold |
908
| – | – | 0.02% | 137 |
|
|
2023
Q4 | $56.2K | Hold |
908
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $51.3K | Hold |
908
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $53.6K | Hold |
908
| – | – | 0.02% | 122 |
|
|
2023
Q1 | $54.1K | Sell |
908
-229
| -20% | -$13.6K | 0.02% | 119 |
|
|
2022
Q4 | $64.2K | Buy |
1,137
+206
| +22% | +$11.6K | 0.03% | 94 |
|
|
2022
Q3 | $45.4K | Buy |
931
+23
| +3% | +$1.12K | 0.02% | 121 |
|
|
2022
Q2 | $49.6K | Sell |
908
-360
| -28% | -$19.7K | 0.03% | 65 |
|
|
2022
Q1 | $84.1K | Buy |
1,268
+59
| +5% | +$3.92K | 0.06% | 57 |
|
|
2021
Q4 | $88.4K | Buy |
+1,209
| New | +$88.4K | 0.07% | 53 |
|