Center for Financial Planning’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
Q3 | – | Sell |
-24
| Closed | -$2K | – | 661 |
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 470 |
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 455 |
|
2021
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 459 |
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 435 |
|
2021
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 427 |
|
2021
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 460 |
|