Halpern Financial’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 | $21.6K | Sell |
324
-63
| -16% | -$4.21K | 0.01% | 124 |
|
|
2024
Q2 | $23.9K | Buy |
387
+63
| +19% | +$3.88K | 0.01% | 117 |
|
|
2024
Q1 | $20.4K | Hold |
324
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $19.6K | Buy |
+324
| New | +$19.6K | 0.01% | 145 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$68.5K | – | 188 |
|
|
2019
Q4 | $68.5K | Buy |
+1,100
| New | +$68.5K | 0.05% | 51 |
|