Oxford Financial Group’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
Q3 | – | Sell |
-113
| Closed | -$6.67K | – | 289 |
|
|
2023
Q2 | $6.67K | Hold |
113
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $6.73K | Sell |
113
-5,915
| -98% | -$352K | ﹤0.01% | 243 |
|
|
2022
Q4 | $340K | Buy |
6,028
+5,915
| +5,235% | +$334K | 0.04% | 141 |
|
|
2022
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 227 |
|
|
2022
Q2 | $6K | Sell |
113
-830
| -88% | -$44.1K | ﹤0.01% | 249 |
|
|
2022
Q1 | $63K | Hold |
943
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $69K | Buy |
943
+830
| +735% | +$60.7K | 0.01% | 229 |
|
|
2021
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 237 |
|
|
2021
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 216 |
|
|
2021
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 203 |
|
|
2020
Q4 | $8K | Buy |
+113
| New | +$8K | ﹤0.01% | 200 |
|