WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-275
| Closed | -$16.2K | – | 1001 |
|
|
2023
Q2 | $16.2K | Buy |
275
+44
| +19% | +$2.6K | ﹤0.01% | 719 |
|
|
2023
Q1 | $13.7K | Buy |
+231
| New | +$13.7K | ﹤0.01% | 785 |
|
|
2016
Q3 | $80.4K | Buy |
1,534
+708
| +86% | +$37.1K | 0.03% | 258 |
|
|
2016
Q2 | $40 | Buy |
+826
| New | +$40 | ﹤0.01% | 2458 |
|
|
2015
Q2 | $74K | Buy |
+1,460
| New | +$74K | 0.03% | 148 |
|