Bison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$16K | – | 330 |
|
|
2022
Q2 | $16K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $20K | Sell |
300
-31
| -9% | -$2.07K | 0.01% | 298 |
|
|
2021
Q4 | $24K | Hold |
331
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $25K | Hold |
331
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $25K | Hold |
331
| – | – | 0.01% | 355 |
|
|
2021
Q1 | $24K | Buy |
331
+308
| +1,339% | +$22.3K | 0.01% | 364 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 407 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 387 |
|