Advisornet Financial’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-318
| Closed | -$9K | – | 1968 |
|
|
2019
Q4 | $9K | Hold |
318
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q3 | $8K | Hold |
318
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q2 | $8K | Hold |
318
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q1 | $8K | Sell |
318
-630
| -66% | -$15.8K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $21K | Sell |
948
-75
| -7% | -$1.66K | ﹤0.01% | 923 |
|
|
2018
Q3 | $29K | Sell |
1,023
-248
| -20% | -$7.03K | ﹤0.01% | 864 |
|
|
2018
Q2 | $36K | Buy |
1,271
+641
| +102% | +$18.2K | ﹤0.01% | 803 |
|
|
2018
Q1 | $17K | Hold |
630
| – | – | ﹤0.01% | 962 |
|
|
2017
Q4 | $18K | Buy |
+630
| New | +$18K | ﹤0.01% | 890 |
|