BWIA
Bryant Woods Investment 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
Q4 | – | Sell |
-3,804
| Closed | -$258K | – | 51 |
|
|
2024
Q3 | $258K | Buy |
+3,804
| New | +$258K | 0.13% | 40 |
|
|
2024
Q2 | – | Sell |
-4,079
| Closed | -$258K | – | 48 |
|
|
2024
Q1 | $258K | Buy |
4,079
+271
| +7% | +$17.2K | 0.15% | 39 |
|
|
2023
Q4 | $236K | Buy |
+3,808
| New | +$236K | 0.15% | 40 |
|
|
2022
Q1 | – | Sell |
-6,664
| Closed | -$484K | – | 37 |
|
|
2021
Q4 | $484K | Buy |
+6,664
| New | +$484K | 0.38% | 26 |
|