Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.8K | Sell |
171
-16
| -9% | -$1.01K | ﹤0.01% | 458 |
|
|
2023
Q4 | $11.5K | Buy |
187
+3
| +2% | +$185 | ﹤0.01% | 420 |
|
|
2023
Q3 | $10.4K | Hold |
184
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $10.9K | Buy |
184
+2
| +1% | +$118 | ﹤0.01% | 397 |
|
|
2023
Q1 | $11K | Hold |
182
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $10K | Buy |
182
+16
| +10% | +$879 | ﹤0.01% | 354 |
|
|
2022
Q3 | $8K | Sell |
166
-418
| -72% | -$20.1K | 0.01% | 285 |
|
|
2022
Q2 | $32K | Buy |
584
+212
| +57% | +$11.6K | 0.01% | 259 |
|
|
2022
Q1 | $25K | Buy |
372
+1
| +0.3% | +$67 | 0.01% | 304 |
|
|
2021
Q4 | $27K | Buy |
371
+3
| +0.8% | +$218 | 0.01% | 291 |
|
|
2021
Q3 | $27K | Sell |
368
-290
| -44% | -$21.3K | 0.01% | 280 |
|
|
2021
Q2 | $49K | Buy |
658
+1
| +0.2% | +$74 | 0.02% | 240 |
|
|
2021
Q1 | $47K | Sell |
657
-150
| -19% | -$10.7K | 0.02% | 287 |
|
|
2020
Q4 | $55K | Hold |
807
| – | – | 0.03% | 251 |
|
|
2020
Q3 | $48K | Buy |
807
+208
| +35% | +$12.4K | 0.03% | 250 |
|
|
2020
Q2 | $32K | Buy |
+599
| New | +$32K | 0.02% | 276 |
|
|
2019
Q4 | $32K | Buy |
+507
| New | +$32K | 0.02% | 268 |
|