BOK Financial Private Wealth’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-856
| Closed | -$40.5K | – | 526 |
|
|
2023
Q3 | $40.5K | Hold |
856
| – | – | ﹤0.01% | 240 |
|
|
2023
Q2 | $42.6K | Hold |
856
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $40.6K | Hold |
856
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $39K | Hold |
856
| – | – | ﹤0.01% | 245 |
|
|
2022
Q3 | $37K | Hold |
856
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $38K | Buy |
+856
| New | +$38K | ﹤0.01% | 263 |
|