Watershed Private Wealth’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 Q1	–	Sell	-3,714	Closed	-$230K	–	129
2023 Q4	$230K	Sell	3,714 -1,800	-33%	-$111K	0.13%	100
2023 Q3	$311K	Hold	5,514	–	–	0.19%	77
2023 Q2	$325K	Buy	+5,514	New	+$325K	0.2%	70