Baystate 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
Q4 | $5.28M | Buy |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $5.22M | Sell |
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|
2023
Q1 | $5.76M | Sell |
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|
2022
Q4 | $7.34M | Buy |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $935K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $191K | Sell |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $168K | Sell |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $3.08M | Buy |
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|
2019
Q3 | $2.57M | Buy |
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|
2019
Q2 | $2.47M | Buy |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $121K | Buy |
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|
2018
Q2 | $59K | Buy |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $63K | Sell |
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|
2017
Q3 | $58K | Buy |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $35K | Sell |
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|
2016
Q4 | $116K | Buy |
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