Toth Financial Advisory’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
Q2 | – | Sell |
-259
| Closed | -$16.4K | – | 780 |
|
|
2024
Q1 | $16.4K | Sell |
259
-16
| -6% | -$1.02K | ﹤0.01% | 403 |
|
|
2023
Q4 | $17K | Buy |
275
+190
| +224% | +$11.8K | ﹤0.01% | 407 |
|
|
2023
Q3 | $4.8K | Hold |
85
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $5.01K | Hold |
85
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $5.06K | Hold |
85
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $4.8K | Hold |
85
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 519 |
|
|
2021
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2021
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 447 |
|
|
2020
Q2 | – | Sell |
-695
| Closed | -$31K | – | 586 |
|
|
2020
Q1 | $31K | Hold |
695
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $43K | Hold |
695
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $40K | Hold |
695
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $40K | Hold |
695
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $40K | Hold |
695
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $36K | Hold |
695
| – | – | 0.01% | 204 |
|
|
2018
Q3 | $43K | Buy |
695
+225
| +48% | +$13.9K | 0.01% | 211 |
|
|
2018
Q2 | $29K | Hold |
470
| – | – | 0.01% | 239 |
|
|
2018
Q1 | $31K | Hold |
470
| – | – | 0.01% | 235 |
|
|
2017
Q4 | $30K | Buy |
+470
| New | +$30K | 0.01% | 243 |
|