Avion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
139
+3
| +2% | +$216 | ﹤0.01% | 477 |
|
|
2025
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $8K | Buy |
136
+2
| +1% | +$118 | ﹤0.01% | 448 |
|
|
2024
Q3 | $9K | Hold |
134
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $8K | Buy |
134
+2
| +2% | +$119 | ﹤0.01% | 381 |
|
|
2024
Q1 | $9K | Hold |
132
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $8K | Buy |
132
+2
| +2% | +$121 | ﹤0.01% | 313 |
|
|
2023
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $7K | Buy |
130
+2
| +2% | +$108 | ﹤0.01% | 327 |
|
|
2023
Q1 | $7K | Hold |
128
| – | – | ﹤0.01% | 290 |
|
|
2022
Q4 | $6K | Hold |
128
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $7K | Buy |
128
+3
| +2% | +$164 | ﹤0.01% | 295 |
|
|
2022
Q1 | $8K | Hold |
125
| – | – | ﹤0.01% | 257 |
|
|
2021
Q4 | $9K | Buy |
125
+2
| +2% | +$144 | ﹤0.01% | 246 |
|
|
2021
Q3 | $9K | Hold |
123
| – | – | ﹤0.01% | 244 |
|
|
2021
Q2 | $9K | Sell |
123
-61
| -33% | -$4.46K | ﹤0.01% | 236 |
|
|
2021
Q1 | $13K | Buy |
+184
| New | +$13K | ﹤0.01% | 202 |
|