Atwood & Palmer’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 |
-1,050
| Closed | -$57K | – | 398 |
|
|
2022
Q2 | $57K | Hold |
1,050
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $70K | Hold |
1,050
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $77K | Hold |
1,050
| – | – | 0.01% | 204 |
|
|
2021
Q3 | $78K | Hold |
1,050
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $78K | Buy |
+1,050
| New | +$78K | 0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-2,757
| Closed | -$172K | – | 323 |
|
|
2019
Q4 | $172K | Hold |
2,757
| – | – | 0.02% | 132 |
|
|
2019
Q3 | $158K | Buy |
+2,757
| New | +$158K | 0.02% | 139 |
|
|
2019
Q2 | – | Sell |
-155
| Closed | -$9K | – | 329 |
|
|
2019
Q1 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 258 |
|