BerganKDV 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
Q2 | $49.1K | Hold |
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|
2023
Q1 | $49.6K | Sell |
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|
2022
Q4 | $56.6K | Buy |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $66K | Sell |
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|
2021
Q3 | $131K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $11K | Buy |
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