BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $921K | Buy |
14,545
+2,540
| +21% | +$161K | 0.57% | 19 |
|
|
2023
Q4 | $743K | Buy |
12,005
+57
| +0.5% | +$3.53K | 0.5% | 21 |
|
|
2023
Q3 | $675K | Hold |
11,948
| – | – | 0.51% | 20 |
|
|
2023
Q2 | $705K | Buy |
11,948
+70
| +0.6% | +$4.13K | 0.56% | 17 |
|
|
2023
Q1 | $707K | Buy |
11,878
+200
| +2% | +$11.9K | 0.59% | 16 |
|
|
2022
Q4 | $660K | Buy |
11,678
+315
| +3% | +$17.8K | 0.61% | 15 |
|
|
2022
Q3 | $554K | Buy |
11,363
+1,265
| +13% | +$61.7K | 0.66% | 15 |
|
|
2022
Q2 | $551K | Buy |
10,098
+2,935
| +41% | +$160K | 0.67% | 15 |
|
|
2022
Q1 | $475K | Buy |
7,163
+1
| +0% | +$66 | 0.5% | 14 |
|
|
2021
Q4 | $523K | Buy |
+7,162
| New | +$523K | 0.53% | 13 |
|