Curi Wealth Management’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
Q1 | – | Sell |
-14,918
| Closed | -$1.09M | – | 637 |
|
|
2021
Q4 | $1.09M | Buy |
14,918
+1,764
| +13% | +$129K | 0.19% | 53 |
|
|
2021
Q3 | $978K | Buy |
13,154
+1,696
| +15% | +$126K | 0.45% | 32 |
|
|
2021
Q2 | $849K | Buy |
11,458
+3,409
| +42% | +$253K | 0.43% | 34 |
|
|
2021
Q1 | $578K | Buy |
8,049
+1,942
| +32% | +$139K | 0.37% | 36 |
|
|
2020
Q4 | $417K | Buy |
+6,107
| New | +$417K | 0.3% | 40 |
|