Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$6K | – | 681 |
|
|
2021
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $6K | Sell |
40
-10
| -20% | -$1.5K | ﹤0.01% | 560 |
|
|
2021
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $7K | Sell |
50
-20
| -29% | -$2.8K | ﹤0.01% | 538 |
|
|
2020
Q4 | $8K | Hold |
70
| – | – | ﹤0.01% | 471 |
|
|
2020
Q3 | $6K | Sell |
70
-17
| -20% | -$1.46K | ﹤0.01% | 462 |
|
|
2020
Q2 | $8K | Hold |
87
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $6K | Hold |
87
| – | – | ﹤0.01% | 462 |
|
|
2019
Q4 | $9K | Hold |
87
| – | – | ﹤0.01% | 460 |
|
|
2019
Q3 | $8K | Buy |
+87
| New | +$8K | ﹤0.01% | 464 |
|