Lumature Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2K Sell
2023
Q1
$3.27K Buy
2022
Q4
$1.92K Hold
2022
Q3
$2K Hold
2022
Q2
$2K Hold
2022
Q1
$2K Sell
2021
Q4
$7K Hold
2021
Q3
$8K Hold
2021
Q2
$8K Hold
2021
Q1
$7K Hold
2020
Q4
$7K Buy