Life Planning Partners’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 |
-2,045
| Closed | -$127K | – | 206 |
|
|
2023
Q4 | $127K | Buy |
+2,045
| New | +$127K | 0.12% | 70 |
|
|
2022
Q3 | $99.8K | Hold |
2,045
| – | – | 0.11% | 66 |
|
|
2022
Q2 | $112K | Hold |
2,045
| – | – | 0.13% | 60 |
|
|
2022
Q1 | $136K | Buy |
2,045
+222
| +12% | +$14.8K | 0.14% | 55 |
|
|
2021
Q4 | $133K | Buy |
+1,823
| New | +$133K | 0.13% | 54 |
|