Goodwin Investment Advisory’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 |
-230
| Closed | -$14.2K | – | 70 |
|
|
2023
Q4 | $14.2K | Buy |
230
+11
| +5% | +$681 | 0.01% | 57 |
|
|
2023
Q3 | $12.4K | Sell |
219
-102
| -32% | -$5.76K | 0.01% | 73 |
|
|
2023
Q2 | $18.9K | Buy |
321
+82
| +34% | +$4.84K | 0.01% | 70 |
|
|
2023
Q1 | $14.2K | Buy |
+239
| New | +$14.2K | 0.01% | 73 |
|
|
2022
Q1 | – | Sell |
-608
| Closed | -$44K | – | 249 |
|
|
2021
Q4 | $44K | Hold |
608
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $45K | Hold |
608
| – | – | 0.04% | 76 |
|
|
2021
Q2 | $45K | Hold |
608
| – | – | 0.05% | 74 |
|
|
2021
Q1 | $44K | Hold |
608
| – | – | 0.05% | 80 |
|
|
2020
Q4 | $42K | Buy |
+608
| New | +$42K | 0.05% | 49 |
|