Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-552
| Closed | -$37K | – | 1090 |
|
|
2024
Q3 | $37K | Hold |
552
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $34K | Sell |
552
-66
| -11% | -$4.07K | 0.01% | 558 |
|
|
2024
Q1 | $39.2K | Buy |
618
+8
| +1% | +$507 | 0.01% | 526 |
|
|
2023
Q4 | $37K | Sell |
610
-196
| -24% | -$11.9K | 0.01% | 518 |
|
|
2023
Q3 | $45.5K | Buy |
+806
| New | +$45.5K | 0.02% | 463 |
|
|
2023
Q1 | $42K | Buy |
+698
| New | +$42K | 0.02% | 471 |
|
|
2022
Q4 | – | Sell |
-441
| Closed | -$21K | – | 977 |
|
|
2022
Q3 | $21K | Buy |
+441
| New | +$21K | 0.01% | 568 |
|