Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98K | Hold |
41
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q1 | $2.61K | Hold |
41
| – | – | ﹤0.01% | 867 |
|
|
2024
Q4 | $2.49K | Hold |
41
| – | – | ﹤0.01% | 876 |
|
|
2024
Q3 | $2.78K | Hold |
41
| – | – | ﹤0.01% | 865 |
|
|
2024
Q2 | $2.53K | Hold |
41
| – | – | ﹤0.01% | 862 |
|
|
2024
Q1 | $2.6K | Hold |
41
| – | – | ﹤0.01% | 808 |
|
|
2023
Q4 | $2.54K | Hold |
41
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $2.32K | Hold |
41
| – | – | ﹤0.01% | 765 |
|
|
2023
Q2 | $2.42K | Hold |
41
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $2.44K | Hold |
41
| – | – | ﹤0.01% | 757 |
|
|
2022
Q4 | $2 | Hold |
41
| – | – | ﹤0.01% | 769 |
|
|
2022
Q3 | $1 | Hold |
41
| – | – | ﹤0.01% | 790 |
|
|
2022
Q2 | $2 | Hold |
41
| – | – | ﹤0.01% | 764 |
|
|
2022
Q1 | $2 | Hold |
41
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $2 | Hold |
41
| – | – | ﹤0.01% | 742 |
|
|
2021
Q3 | $3 | Hold |
41
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $3 | Hold |
41
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $2 | Hold |
41
| – | – | ﹤0.01% | 691 |
|
|
2020
Q4 | $2 | Hold |
41
| – | – | ﹤0.01% | 617 |
|
|
2020
Q3 | $2 | Hold |
41
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $2 | Buy |
+41
| New | +$2 | ﹤0.01% | 603 |
|
|
2019
Q2 | $8 | Buy |
+150
| New | +$8 | ﹤0.01% | 510 |
|
|
2018
Q4 | $7.77K | Buy |
+150
| New | +$7.77K | ﹤0.01% | 512 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$9.29K | – | 807 |
|
|
2018
Q2 | $9.29K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2018
Q1 | $9.65K | Buy |
150
+50
| +50% | +$3.22K | 0.01% | 552 |
|
|
2017
Q4 | $6.62K | Hold |
100
| – | – | ﹤0.01% | 643 |
|
|
2017
Q3 | $6.17K | Buy |
+100
| New | +$6.17K | ﹤0.01% | 634 |
|