Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,056
| Closed | -$200K | – | 560 |
|
|
2020
Q4 | $200K | Buy |
+4,056
| New | +$200K | 0.01% | 510 |
|
|
2019
Q4 | – | Sell |
-5,096
| Closed | -$223K | – | 470 |
|
|
2019
Q3 | $223K | Hold |
5,096
| – | – | 0.02% | 382 |
|
|
2019
Q2 | $222K | Sell |
5,096
-656
| -11% | -$28.6K | 0.02% | 398 |
|
|
2019
Q1 | $243K | Buy |
+5,752
| New | +$243K | 0.03% | 349 |
|