CT Financial Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $103K | Buy |
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|
2016
Q3 | $95K | Buy |
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|
2016
Q2 | $88.2K | Buy |
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|
2016
Q1 | $86.6K | Buy |
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|
2015
Q4 | $83.3K | Buy |
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|
2015
Q3 | $81.3K | Hold |
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|
2015
Q2 | $92.1K | Buy |
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|
2015
Q1 | $92.1K | Buy |
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|
2014
Q4 | $88.7K | Buy |
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|
2014
Q1 | $92.1K | Buy |
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