Ropes Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $960K | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $826K | Sell |
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|
2022
Q2 | $925K | Hold |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $990K | Sell |
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|
2020
Q2 | $905K | Buy |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $6.04M | Buy |
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|
2018
Q3 | $145K | Sell |
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|
2018
Q2 | $159K | Hold |
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|
2018
Q1 | $166K | Buy |
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|
2017
Q4 | $152K | Hold |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $136K | Sell |
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|
2017
Q1 | $135K | Buy |
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|
2016
Q4 | $98K | Buy |
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|
2016
Q3 | $96K | Sell |
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|
2016
Q2 | $183K | Buy |
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|
2016
Q1 | $107K | Buy |
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|
2015
Q4 | $91K | Hold |
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|
2015
Q3 | $87K | Buy |
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|
2015
Q2 | $83K | Sell |
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|
2015
Q1 | $83K | Buy |
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