LWP
Lumature Wealth Partners’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
Q2 | $2.01K | Sell |
34
-21
| -38% | -$1.24K | ﹤0.01% | 356 |
|
2023
Q1 | $3.27K | Buy |
55
+21
| +62% | +$1.25K | ﹤0.01% | 350 |
|
2022
Q4 | $1.92K | Hold |
34
| – | – | ﹤0.01% | 365 |
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 374 |
|
2022
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 383 |
|
2022
Q1 | $2K | Sell |
34
-68
| -67% | -$4K | ﹤0.01% | 388 |
|
2021
Q4 | $7K | Hold |
102
| – | – | ﹤0.01% | 358 |
|
2021
Q3 | $8K | Hold |
102
| – | – | ﹤0.01% | 349 |
|
2021
Q2 | $8K | Hold |
102
| – | – | ﹤0.01% | 307 |
|
2021
Q1 | $7K | Hold |
102
| – | – | ﹤0.01% | 302 |
|
2020
Q4 | $7K | Buy |
+102
| New | +$7K | 0.01% | 161 |
|