HM Payson & Co’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-562
| Closed | -$34.1K | – | 1071 |
|
2024
Q4 | $34.1K | Buy |
562
+440
| +361% | +$26.7K | ﹤0.01% | 699 |
|
2024
Q3 | $8.26K | Buy |
+122
| New | +$8.26K | ﹤0.01% | 856 |
|
2022
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1070 |
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1015 |
|
2021
Q4 | – | Sell |
-556
| Closed | -$41K | – | 1154 |
|
2021
Q3 | $41K | Buy |
+556
| New | +$41K | ﹤0.01% | 626 |
|