AEPWM
Atlantic Edge Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Sell |
516
-12
| -2% | -$872 | 0.01% | 229 |
|
|
2025
Q1 | $33.5K | Hold |
528
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $32.1K | Buy |
528
+516
| +4,300% | +$31.3K | 0.01% | 224 |
|
|
2024
Q3 | $813 | Hold |
12
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $740 | Hold |
12
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $760 | Hold |
12
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $743 | Buy |
+12
| New | +$743 | ﹤0.01% | 443 |
|