Atlas Private Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $970K | Buy |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $153K | Sell |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $222K | Buy |
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