Kohmann Bosshard 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-333
| Closed | -$20.3K | – | 683 |
|
2024
Q4 | $20.3K | Buy |
+333
| New | +$20.3K | ﹤0.01% | 437 |
|
2022
Q4 | – | Sell |
-5,812
| Closed | -$284K | – | 165 |
|
2022
Q3 | $284K | Hold |
5,812
| – | – | 0.06% | 103 |
|
2022
Q2 | $317K | Hold |
5,812
| – | – | 0.07% | 98 |
|
2022
Q1 | $386K | Buy |
+5,812
| New | +$386K | 0.08% | 90 |
|