FWM
Fortress Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,797
| Closed | -$214K | – | 61 |
|
|
2022
Q4 | $214K | Sell |
3,797
-319
| -8% | -$18K | 0.18% | 53 |
|
|
2022
Q3 | $201K | Hold |
4,116
| – | – | 0.2% | 51 |
|
|
2022
Q2 | $225K | Sell |
4,116
-446
| -10% | -$24.4K | 0.21% | 46 |
|
|
2022
Q1 | $303K | Sell |
4,562
-98
| -2% | -$6.51K | 0.23% | 44 |
|
|
2021
Q4 | $341K | Buy |
+4,660
| New | +$341K | 0.26% | 40 |
|