Fullen Financial Group’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 | $597K | Hold |
9,812
| – | – | 0.32% | 42 |
|
|
2022
Q4 | $600K | Hold |
9,812
| – | – | 0.34% | 41 |
|
|
2022
Q3 | $500K | Hold |
9,812
| – | – | 0.32% | 43 |
|
|
2022
Q2 | $536K | Hold |
9,812
| – | – | 0.35% | 42 |
|
|
2022
Q1 | $651K | Hold |
9,812
| – | – | 0.38% | 41 |
|
|
2021
Q4 | $717K | Hold |
9,812
| – | – | 0.4% | 39 |
|
|
2021
Q3 | $706K | Hold |
9,812
| – | – | 0.4% | 39 |
|
|
2021
Q2 | $728K | Hold |
9,812
| – | – | 0.43% | 38 |
|
|
2021
Q1 | $705K | Sell |
9,812
-72
| -0.7% | -$5.17K | 0.45% | 38 |
|
|
2020
Q4 | $676K | Buy |
9,884
+72
| +0.7% | +$4.92K | 0.46% | 38 |
|
|
2020
Q3 | $579K | Hold |
9,812
| – | – | 0.44% | 38 |
|
|
2020
Q2 | $526K | Buy |
+9,812
| New | +$526K | 0.44% | 38 |
|