Bogart Wealth LLC’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-106
| Closed | -$2K | – | 376 |
|
|
2019
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $2K | Buy |
106
+15
| +16% | +$283 | ﹤0.01% | 322 |
|
|
2018
Q3 | $3K | Buy |
91
+18
| +25% | +$593 | ﹤0.01% | 295 |
|
|
2018
Q2 | $2K | Buy |
73
+19
| +35% | +$521 | ﹤0.01% | 324 |
|
|
2018
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 341 |
|