Fingerlakes Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 3,520 shares of SCZ stock, worth $221,337. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,520

Previous 3,543 0.65%

Holding current value

$221,337

Previous $219,000 1.37%

% of portfolio

0.22%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$59.15 - $63.58 $1,360 - $1,462	-23 Reduced 0.65%	3,520 $222,000
Q4 2023 Jan 26, 2024	BUY	$52.38 - $61.98 $185,582 - $219,595	3,543 New	3,543 $219,000
Q2 2023 Aug 10, 2023	SELL	$57.9 - $61.26 $7,584 - $8,025	-131 Reduced 3.23%	3,928 $231,000
Q4 2022 Feb 10, 2023	SELL	$50.25 - $57.76 $4,170 - $4,794	-83 Reduced 2.0%	4,059 $229,000
Q3 2022 Oct 28, 2022	SELL	$49.8 - $59.56 $10,906 - $13,043	-219 Reduced 5.02%	4,142 $202,000

Q2 2022 Aug 05, 2022	BUY	$54.29 - $67.38 $3,854 - $4,783	71 Added 1.66%	4,361 $238,000
Q1 2022 May 06, 2022	BUY	$61.01 - $73.65 $61 - $73	1 Added 0.02%	4,290 $285,000
Q4 2021 Feb 17, 2022	BUY	$70.21 - $77.4 $301,130 - $331,968	4,289 New	4,289 $316,000

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Fingerlakes Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History