Arkadios Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,028
| Closed | -$148K | – | 1178 |
|
2021
Q3 | $148K | Sell |
1,028
-135
| -12% | -$19.4K | 0.02% | 584 |
|
2021
Q2 | $177K | Buy |
1,163
+187
| +19% | +$28.5K | 0.02% | 564 |
|
2021
Q1 | $143K | Buy |
976
+746
| +324% | +$109K | 0.02% | 469 |
|
2020
Q4 | $27K | Buy |
230
+180
| +360% | +$21.1K | 0.01% | 682 |
|
2020
Q3 | $4.9K | Buy |
+50
| New | +$4.9K | ﹤0.01% | 852 |
|