BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $49.1K | Hold |
833
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $49.6K | Sell |
833
-169
| -17% | -$10.1K | 0.01% | 394 |
|
|
2022
Q4 | $56.6K | Buy |
1,002
+99
| +11% | +$5.59K | 0.01% | 368 |
|
|
2022
Q3 | $44K | Hold |
903
| – | – | 0.01% | 384 |
|
|
2022
Q2 | $49K | Hold |
903
| – | – | 0.01% | 385 |
|
|
2022
Q1 | $60K | Hold |
903
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $66K | Sell |
903
-857
| -49% | -$62.6K | 0.01% | 386 |
|
|
2021
Q3 | $131K | Buy |
+1,760
| New | +$131K | 0.01% | 289 |
|
|
2019
Q3 | – | Sell |
-59
| Closed | -$3K | – | 747 |
|
|
2019
Q2 | $3K | Sell |
59
-106
| -64% | -$5.39K | ﹤0.01% | 645 |
|
|
2019
Q1 | $9K | Hold |
165
| – | – | ﹤0.01% | 547 |
|
|
2018
Q4 | $9K | Hold |
165
| – | – | ﹤0.01% | 502 |
|
|
2018
Q3 | $10K | Sell |
165
-11
| -6% | -$667 | ﹤0.01% | 493 |
|
|
2018
Q2 | $11K | Buy |
+176
| New | +$11K | ﹤0.01% | 491 |
|