PWMG
Pioneer Wealth Management 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
Q3 | $217K | Sell |
3,209
-1,166
| -27% | -$79K | 0.1% | 40 |
|
|
2024
Q2 | $270K | Sell |
4,375
-1,926
| -31% | -$119K | 0.14% | 36 |
|
|
2024
Q1 | $399K | Sell |
6,301
-3,469
| -36% | -$220K | 0.23% | 30 |
|
|
2023
Q4 | $605K | Sell |
9,770
-18,366
| -65% | -$1.14M | 0.38% | 25 |
|
|
2023
Q3 | $1.59M | Buy |
28,136
+1,003
| +4% | +$56.6K | 1.21% | 18 |
|
|
2023
Q2 | $1.6M | Buy |
27,133
+557
| +2% | +$32.9K | 1.27% | 19 |
|
|
2023
Q1 | $1.58M | Sell |
26,576
-166
| -0.6% | -$9.88K | 1.41% | 16 |
|
|
2022
Q4 | $1.51M | Buy |
+26,742
| New | +$1.51M | 1.42% | 18 |
|