LWP
Laurel Wealth Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-655
| Closed | -$37K | – | 172 |
|
|
2022
Q4 | $37K | Hold |
655
| – | – | 0.02% | 111 |
|
|
2022
Q3 | $32K | Hold |
655
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $36K | Sell |
655
-608
| -48% | -$33.4K | 0.03% | 117 |
|
|
2022
Q1 | $84K | Sell |
1,263
-7,125
| -85% | -$474K | 0.06% | 101 |
|
|
2021
Q4 | $613K | Buy |
8,388
+787
| +10% | +$57.5K | 0.46% | 42 |
|
|
2021
Q3 | $566K | Hold |
7,601
| – | – | 0.46% | 43 |
|
|
2021
Q2 | $564K | Buy |
7,601
+295
| +4% | +$21.9K | 0.49% | 36 |
|
|
2021
Q1 | $525K | Buy |
7,306
+1,370
| +23% | +$98.4K | 0.48% | 35 |
|
|
2020
Q4 | $406K | Buy |
+5,936
| New | +$406K | 0.4% | 35 |
|