Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21K | Hold |
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|
2025
Q2 | $19.9K | Hold |
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|
2025
Q1 | $17.4K | Hold |
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|
2024
Q4 | $16.6K | Hold |
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|
2024
Q3 | $18.6K | Sell |
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|
2024
Q2 | $44.5K | Sell |
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|
2024
Q1 | $48.5K | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $885K | Sell |
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|
2022
Q2 | $991K | Sell |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.73M | Hold |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.72M | Hold |
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|
2021
Q1 | $1.66M | Hold |
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|
2020
Q4 | $1.58M | Hold |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $43K | Sell |
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|
2018
Q1 | $55K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $53K | Buy |
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