Ellevest Inc’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
Q2 | – | Sell |
-68
| Closed | -$4.05K | – | 1408 |
|
|
2023
Q1 | $4.05K | Buy |
+68
| New | +$4.05K | ﹤0.01% | 1261 |
|
|
2020
Q1 | – | Sell |
-243
| Closed | -$15K | – | 1278 |
|
|
2019
Q4 | $15K | Buy |
243
+23
| +10% | +$1.42K | ﹤0.01% | 474 |
|
|
2019
Q3 | $13K | Buy |
220
+119
| +118% | +$7.03K | ﹤0.01% | 210 |
|
|
2019
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 229 |
|
|
2018
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 422 |
|