Core 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 | – | Sell |
-8
| Closed | -$496 | – | 272 |
|
|
2023
Q4 | $496 | Buy |
+8
| New | +$496 | ﹤0.01% | 250 |
|
|
2020
Q2 | – | Sell |
-5,306
| Closed | -$238K | – | 160 |
|
|
2020
Q1 | $238K | Buy |
5,306
+4,496
| +555% | +$202K | 0.18% | 33 |
|
|
2019
Q4 | $50K | Buy |
+810
| New | +$50K | 0.03% | 51 |
|