Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Buy |
750
+8
| +1% | +$582 | ﹤0.01% | 499 |
|
|
2025
Q1 | $47.2K | Hold |
742
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $45.1K | Buy |
742
+10
| +1% | +$608 | ﹤0.01% | 495 |
|
|
2024
Q3 | $49.5K | Hold |
732
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $45.1K | Buy |
+732
| New | +$45.1K | ﹤0.01% | 459 |
|
|
2024
Q1 | – | Sell |
-1,048
| Closed | -$64.9K | – | 1437 |
|
|
2023
Q4 | $64.9K | Buy |
+1,048
| New | +$64.9K | 0.01% | 357 |
|
|
2023
Q3 | – | Sell |
-71
| Closed | -$4.19K | – | 1223 |
|
|
2023
Q2 | $4.19K | Buy |
71
+10
| +16% | +$590 | ﹤0.01% | 770 |
|
|
2023
Q1 | $3.63K | Sell |
61
-1
| -2% | -$60 | ﹤0.01% | 747 |
|
|
2022
Q4 | $3.5K | Sell |
62
-18
| -23% | -$1.02K | ﹤0.01% | 690 |
|
|
2022
Q3 | $4K | Sell |
80
-395
| -83% | -$19.8K | ﹤0.01% | 625 |
|
|
2022
Q2 | $26K | Sell |
475
-112
| -19% | -$6.13K | ﹤0.01% | 314 |
|
|
2022
Q1 | $39K | Sell |
587
-34
| -5% | -$2.26K | ﹤0.01% | 259 |
|
|
2021
Q4 | $45K | Sell |
621
-60
| -9% | -$4.35K | 0.01% | 242 |
|
|
2021
Q3 | $51K | Sell |
681
-202
| -23% | -$15.1K | 0.01% | 226 |
|
|
2021
Q2 | $65K | Buy |
+883
| New | +$65K | 0.01% | 209 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$3K | – | 779 |
|
|
2018
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 517 |
|