Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,438
| Closed | -$133K | – | 520 |
|
|
2022
Q2 | $133K | Hold |
2,438
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $162K | Hold |
2,438
| – | – | 0.02% | 199 |
|
|
2021
Q4 | $178K | Buy |
2,438
+852
| +54% | +$62.2K | 0.03% | 204 |
|
|
2021
Q3 | $118K | Buy |
1,586
+143
| +10% | +$10.6K | 0.02% | 255 |
|
|
2021
Q2 | $107K | Hold |
1,443
| – | – | 0.02% | 267 |
|
|
2021
Q1 | $104K | Buy |
+1,443
| New | +$104K | 0.02% | 269 |
|