Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $205K | Buy |
+3,022
| New | +$205K | 0.48% | 32 |
|
|
2022
Q1 | – | Sell |
-2,767
| Closed | -$202K | – | 62 |
|
|
2021
Q4 | $202K | Hold |
2,767
| – | – | 0.17% | 61 |
|
|
2021
Q3 | $206K | Sell |
2,767
-307
| -10% | -$22.9K | 0.19% | 65 |
|
|
2021
Q2 | $228K | Hold |
3,074
| – | – | 0.21% | 60 |
|
|
2021
Q1 | $221K | Hold |
3,074
| – | – | 0.21% | 61 |
|
|
2020
Q4 | $210K | Buy |
+3,074
| New | +$210K | 0.21% | 63 |
|