Claro Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,657
| Closed | -$290K | – | 387 |
|
|
2023
Q2 | $290K | Buy |
2,657
+344
| +15% | +$37.6K | 0.07% | 270 |
|
|
2023
Q1 | $242K | Buy |
2,313
+29
| +1% | +$3.03K | 0.07% | 277 |
|
|
2022
Q4 | $246K | Buy |
2,284
+338
| +17% | +$36.4K | 0.08% | 247 |
|
|
2022
Q3 | $202K | Hold |
1,946
| – | – | 0.08% | 246 |
|
|
2022
Q2 | $202K | Buy |
+1,946
| New | +$202K | 0.08% | 246 |
|