Chicago Partners Investment Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-846
| Closed | -$25K | – | 618 |
|
|
2018
Q3 | $25K | Hold |
846
| – | – | ﹤0.01% | 643 |
|
|
2018
Q2 | $28K | Hold |
846
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $26K | Hold |
846
| – | – | ﹤0.01% | 569 |
|
|
2017
Q4 | $25K | Buy |
846
+6
| +0.7% | +$177 | ﹤0.01% | 573 |
|
|
2017
Q3 | $24K | Sell |
840
-840
| -50% | -$24K | ﹤0.01% | 581 |
|
|
2017
Q2 | $43K | Buy |
+1,680
| New | +$43K | 0.01% | 407 |
|