Kelly Financial Services’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
Q3 | – | Sell |
-27
| Closed | -$1.47K | – | 715 |
|
|
2022
Q2 | $1.47K | Buy |
27
+1
| +4% | +$54 | ﹤0.01% | 529 |
|
|
2022
Q1 | $1.75K | Hold |
26
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $1.93K | Hold |
26
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $1.93K | Sell |
26
-1,892
| -99% | -$140K | ﹤0.01% | 517 |
|
|
2021
Q2 | $26K | Buy |
+1,918
| New | +$26K | ﹤0.01% | 528 |
|