Baldwin Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-99
| Closed | -$4K | – | 547 |
|
|
2019
Q3 | $4K | Hold |
99
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $4K | Hold |
99
| – | – | ﹤0.01% | 474 |
|
|
2018
Q3 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 481 |
|