OCFG
O'Connor Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,558
| Closed | -$1.02M | – | 52 |
|
|
2023
Q4 | $1.02M | Sell |
16,558
-925
| -5% | -$57.3K | 0.63% | 28 |
|
|
2023
Q3 | $987K | Sell |
17,483
-31
| -0.2% | -$1.75K | 0.68% | 28 |
|
|
2023
Q2 | $1.03M | Buy |
17,514
+631
| +4% | +$37.2K | 0.71% | 25 |
|
|
2023
Q1 | $1M | Buy |
+16,883
| New | +$1M | 0.76% | 26 |
|