Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-149
| Closed | -$8.87K | – | 734 |
|
|
2023
Q1 | $8.87K | Sell |
149
-15
| -9% | -$893 | ﹤0.01% | 927 |
|
|
2022
Q4 | $9.27K | Sell |
164
-20
| -11% | -$1.13K | ﹤0.01% | 725 |
|
|
2022
Q3 | $9K | Buy |
184
+102
| +124% | +$4.99K | ﹤0.01% | 765 |
|
|
2022
Q2 | $4K | Buy |
82
+1
| +1% | +$49 | ﹤0.01% | 843 |
|
|
2022
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $6K | Buy |
81
+1
| +1% | +$74 | ﹤0.01% | 794 |
|
|
2021
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 725 |
|
|
2021
Q2 | $6K | Buy |
80
+1
| +1% | +$75 | ﹤0.01% | 775 |
|
|
2021
Q1 | $6K | Buy |
79
+63
| +394% | +$4.79K | ﹤0.01% | 731 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 817 |
|