LPWM
Lake Point Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $10.9M | Buy |
199,700
+1,833
| +0.9% | +$100K | 6.19% | 9 |
|
|
2022
Q1 | $13.1M | Buy |
197,867
+63,880
| +48% | +$4.24M | 6.07% | 6 |
|
|
2021
Q4 | $9.79M | Buy |
+133,987
| New | +$9.79M | 4.28% | 6 |
|
|
2019
Q1 | – | Sell |
-28
| Closed | -$1K | – | 835 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 776 |
|