ACG Wealth’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
Q3 | – | Sell |
-235
| Closed | -$13K | – | 865 |
|
|
2022
Q2 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 659 |
|
|
2015
Q1 | – | Sell |
-7,411
| Closed | -$346K | – | 220 |
|
|
2014
Q4 | $346K | Sell |
7,411
-1,317
| -15% | -$61.5K | 0.09% | 156 |
|
|
2014
Q3 | $423K | Buy |
8,728
+320
| +4% | +$15.5K | 0.12% | 134 |
|
|
2014
Q2 | $445K | Buy |
+8,408
| New | +$445K | 0.08% | 139 |
|