GYL Financial Synergies’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
Q3 | – | Sell |
-3,663
| Closed | -$226K | – | 379 |
|
|
2024
Q2 | $226K | Hold |
3,663
| – | – | 0.02% | 339 |
|
|
2024
Q1 | $232K | Hold |
3,663
| – | – | 0.02% | 338 |
|
|
2023
Q4 | $227K | Hold |
3,663
| – | – | 0.02% | 333 |
|
|
2023
Q3 | $207K | Hold |
3,663
| – | – | 0.02% | 321 |
|
|
2023
Q2 | $216K | Hold |
3,663
| – | – | 0.02% | 326 |
|
|
2023
Q1 | $218K | Hold |
3,663
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $207K | Buy |
+3,663
| New | +$207K | 0.04% | 209 |
|
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$218K | – | 203 |
|
|
2022
Q2 | $218K | Sell |
4,000
-2,645
| -40% | -$144K | 0.06% | 175 |
|
|
2022
Q1 | $441K | Buy |
6,645
+1,214
| +22% | +$80.6K | 0.11% | 119 |
|
|
2021
Q4 | $397K | Buy |
5,431
+793
| +17% | +$58K | 0.11% | 143 |
|
|
2021
Q3 | $345K | Buy |
+4,638
| New | +$345K | 0.18% | 136 |
|