Almanack Investment Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,198
| Closed | -$205K | – | 280 |
|
|
2018
Q2 | $205K | Buy |
6,198
+198
| +3% | +$6.55K | 0.09% | 97 |
|
|
2018
Q1 | $186K | Buy |
+6,000
| New | +$186K | 0.07% | 114 |
|
|
2017
Q3 | – | Sell |
-10,878
| Closed | -$292K | – | 175 |
|
|
2017
Q2 | $292K | Buy |
10,878
+5,238
| +93% | +$141K | 0.16% | 95 |
|
|
2017
Q1 | $144K | Buy |
+5,640
| New | +$144K | 0.11% | 123 |
|