Oak Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$699 | – | 265 |
|
|
2025
Q1 | $699 | Hold |
11
| – | – | ﹤0.01% | 245 |
|
|
2024
Q4 | $668 | Hold |
11
| – | – | ﹤0.01% | 222 |
|
|
2024
Q3 | $745 | Hold |
11
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $678 | Hold |
11
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $697 | Hold |
11
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $681 | Hold |
11
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $621 | Hold |
11
| – | – | ﹤0.01% | 220 |
|
|
2023
Q2 | $649 | Hold |
11
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $655 | Hold |
11
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $621 | Sell |
11
-88
| -89% | -$4.97K | ﹤0.01% | 217 |
|
|
2022
Q3 | $5K | Sell |
99
-141
| -59% | -$7.12K | ﹤0.01% | 205 |
|
|
2022
Q2 | $13K | Sell |
240
-50
| -17% | -$2.71K | 0.01% | 197 |
|
|
2022
Q1 | $19K | Hold |
290
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $21K | Buy |
+290
| New | +$21K | 0.01% | 212 |
|