Focused 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
Q1 | – | Sell |
-2,425
| Closed | -$150K | – | 780 |
|
|
2023
Q4 | $150K | Hold |
2,425
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $137K | Hold |
2,425
| – | – | 0.02% | 161 |
|
|
2023
Q2 | $143K | Hold |
2,425
| – | – | 0.03% | 165 |
|
|
2023
Q1 | $144K | Hold |
2,425
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $137K | Buy |
+2,425
| New | +$137K | 0.03% | 159 |
|
|
2015
Q3 | – | Sell |
-38
| Closed | -$2K | – | 705 |
|
|
2015
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 587 |
|