Heritage Wealth Management (Arizona)’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
Q4 | $34K | Buy |
602
+301
| +100% | +$17K | ﹤0.01% | 562 |
|
|
2022
Q3 | $15K | Hold |
301
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $16.4K | Sell |
301
-200
| -40% | -$10.9K | 0.01% | 572 |
|
|
2022
Q1 | $33K | Buy |
+501
| New | +$33K | 0.01% | 526 |
|
|
2021
Q3 | $39K | Hold |
524
| – | – | 0.01% | 482 |
|
|
2021
Q2 | $39K | Hold |
524
| – | – | 0.01% | 492 |
|
|
2021
Q1 | $38K | Buy |
+524
| New | +$38K | 0.02% | 417 |
|