B. Riley Wealth Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $768K | Sell |
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|
2016
Q2 | $756K | Sell |
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|
2016
Q1 | $750K | Sell |
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|
2015
Q4 | $724K | Sell |
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|
2015
Q3 | $714K | Buy |
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|
2015
Q2 | $677K | Sell |
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|
2015
Q1 | $745K | Buy |
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|
2014
Q4 | $684 | Buy |
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|
2014
Q3 | $522K | Sell |
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|
2014
Q2 | $523K | Buy |
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|
2014
Q1 | $431K | Buy |
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|
2013
Q4 | $326K | Buy |
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|
2013
Q3 | $263K | Buy |
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|
2013
Q2 | $179K | Buy |
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