BWA
BDO Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.24K | Hold |
55
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $3.27K | Hold |
55
| – | – | ﹤0.01% | 854 |
|
|
2022
Q4 | $3.11K | Hold |
55
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 892 |
|
|
2022
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 866 |
|
|
2020
Q2 | – | Sell |
-174,590
| Closed | -$7.83M | – | 758 |
|
|
2020
Q1 | $7.83M | Buy |
174,590
+174,473
| +149,122% | +$7.82M | 1.58% | 15 |
|
|
2019
Q4 | $7K | Sell |
117
-457
| -80% | -$27.3K | ﹤0.01% | 457 |
|
|
2019
Q3 | $33K | Sell |
574
-35
| -6% | -$2.01K | 0.01% | 357 |
|
|
2019
Q2 | $35K | Buy |
609
+9
| +2% | +$517 | 0.01% | 344 |
|
|
2019
Q1 | $34K | Buy |
600
+35
| +6% | +$1.98K | 0.01% | 325 |
|
|
2018
Q4 | $29K | Sell |
565
-93
| -14% | -$4.77K | 0.01% | 307 |
|
|
2018
Q3 | $41K | Buy |
658
+20
| +3% | +$1.25K | 0.01% | 311 |
|
|
2018
Q2 | $40K | Buy |
638
+7
| +1% | +$439 | 0.01% | 321 |
|
|
2018
Q1 | $41K | Buy |
+631
| New | +$41K | 0.02% | 267 |
|
|
2017
Q3 | – | Sell |
-1,072
| Closed | -$62K | – | 530 |
|
|
2017
Q2 | $62K | Buy |
+1,072
| New | +$62K | 0.03% | 216 |
|