Journey Strategic Wealth’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
Q1 | – | Sell |
-5,779
| Closed | -$358K | – | 326 |
|
|
2023
Q4 | $358K | Hold |
5,779
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $326K | Hold |
5,779
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $341K | Hold |
5,779
| – | – | 0.02% | 109 |
|
|
2023
Q1 | $344K | Hold |
5,779
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $326K | Sell |
5,779
-105
| -2% | -$5.93K | 0.04% | 135 |
|
|
2022
Q3 | $287K | Hold |
5,884
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $321K | Buy |
+5,884
| New | +$321K | 0.04% | 78 |
|
|
2022
Q1 | – | Sell |
-5,996
| Closed | -$438K | – | 227 |
|
|
2021
Q4 | $438K | Buy |
+5,996
| New | +$438K | 0.05% | 86 |
|