SWM
Selective Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,371
| Closed | -$213K | – | 619 |
|
|
2022
Q3 | $213K | Sell |
4,371
-687
| -14% | -$33.5K | 0.09% | 118 |
|
|
2022
Q2 | $276K | Buy |
5,058
+826
| +20% | +$45.1K | 0.1% | 113 |
|
|
2022
Q1 | $281K | Buy |
+4,232
| New | +$281K | 0.1% | 101 |
|
|
2018
Q3 | $3K | Buy |
+51
| New | +$3K | 0.04% | 134 |
|