Capital Asset Advisory Services’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
Q4 | – | Sell |
-15
| Closed | -$2K | – | 435 |
|
|
2022
Q3 | $2K | Sell |
15
-23
| -61% | -$3.07K | ﹤0.01% | 437 |
|
|
2022
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 639 |
|
|
2021
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 545 |
|