WMS
Wealth Management Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.12M | Sell |
73,027
-628
| -0.9% | -$35.5K | 2.83% | 8 |
|
|
2023
Q2 | $4.34M | Buy |
73,655
+13,733
| +23% | +$810K | 2.83% | 8 |
|
|
2023
Q1 | $3.57M | Sell |
59,922
-5,497
| -8% | -$327K | 2.05% | 9 |
|
|
2022
Q4 | $3.7M | Sell |
65,419
-9,541
| -13% | -$539K | 1.94% | 11 |
|
|
2022
Q3 | $3.66M | Sell |
74,960
-34,597
| -32% | -$1.69M | 2.13% | 11 |
|
|
2022
Q2 | $5.98M | Buy |
109,557
+24,027
| +28% | +$1.31M | 3.37% | 8 |
|
|
2022
Q1 | $5.67M | Buy |
85,530
+74,383
| +667% | +$4.93M | 2.95% | 11 |
|
|
2021
Q4 | $815K | Buy |
+11,147
| New | +$815K | 0.42% | 41 |
|