Southern Wealth Management’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
Q1 | $4.61M | Buy |
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|
2022
Q4 | $4.34M | Sell |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $17.5M | Sell |
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|
2022
Q1 | $24.4M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $6.54M | Buy |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $19.9M | Buy |
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|
2019
Q4 | $16.5M | Buy |
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