Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $365K | Buy |
9,636
+9,524
| +8,504% | +$361K | 0.12% | 144 |
|
|
2020
Q1 | $4K | Hold |
112
| – | – | ﹤0.01% | 638 |
|
|
2019
Q4 | $5K | Sell |
112
-164
| -59% | -$7.32K | ﹤0.01% | 659 |
|
|
2019
Q3 | $12K | Hold |
276
| – | – | ﹤0.01% | 562 |
|
|
2019
Q2 | $12K | Hold |
276
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $12K | Hold |
276
| – | – | 0.01% | 528 |
|
|
2018
Q4 | $10K | Hold |
276
| – | – | 0.01% | 537 |
|
|
2018
Q3 | $12K | Hold |
276
| – | – | 0.01% | 543 |
|
|
2018
Q2 | $12K | Hold |
276
| – | – | 0.01% | 518 |
|
|
2018
Q1 | $11K | Hold |
276
| – | – | 0.01% | 495 |
|
|
2017
Q4 | $12K | Buy |
+276
| New | +$12K | 0.01% | 446 |
|