Destiny Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,091
| Closed | -$61.6K | – | 556 |
|
2022
Q4 | $61.6K | Hold |
1,091
| – | – | 0.01% | 268 |
|
2022
Q3 | $53K | Hold |
1,091
| – | – | 0.01% | 273 |
|
2022
Q2 | $60K | Hold |
1,091
| – | – | 0.01% | 266 |
|
2022
Q1 | $72K | Hold |
1,091
| – | – | 0.01% | 280 |
|
2021
Q4 | $80K | Hold |
1,091
| – | – | 0.02% | 253 |
|
2021
Q3 | $81K | Buy |
+1,091
| New | +$81K | 0.02% | 231 |
|
2021
Q2 | – | Sell |
-1,091
| Closed | -$78K | – | 447 |
|
2021
Q1 | $78K | Hold |
1,091
| – | – | 0.02% | 222 |
|
2020
Q4 | $75K | Buy |
+1,091
| New | +$75K | 0.02% | 254 |
|