Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-967
| Closed | -$58.8K | – | 650 |
|
|
2023
Q1 | $58.8K | Hold |
967
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $54.6K | Hold |
967
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $47K | Hold |
967
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $53K | Buy |
967
+19
| +2% | +$1.04K | 0.02% | 233 |
|
|
2022
Q1 | $63K | Hold |
948
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $69K | Hold |
948
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $71K | Buy |
+948
| New | +$71K | 0.03% | 176 |
|
|
2021
Q2 | – | Sell |
-948
| Closed | -$68K | – | 370 |
|
|
2021
Q1 | $68K | Buy |
+948
| New | +$68K | 0.03% | 178 |
|