CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $542K | Buy |
6,324
+9
| +0.1% | +$771 | 0.33% | 82 |
|
|
2016
Q4 | $542K | Buy |
6,315
+16
| +0.3% | +$1.37K | 0.34% | 77 |
|
|
2016
Q3 | $491K | Buy |
6,299
+34
| +0.5% | +$2.65K | 0.3% | 83 |
|
|
2016
Q2 | $443K | Sell |
6,265
-1,029
| -14% | -$72.8K | 0.27% | 89 |
|
|
2016
Q1 | $495K | Buy |
7,294
+469
| +7% | +$31.9K | 0.28% | 88 |
|
|
2015
Q4 | $492K | Buy |
6,825
+188
| +3% | +$13.6K | 0.28% | 86 |
|
|
2015
Q3 | $463K | Buy |
6,637
+74
| +1% | +$5.16K | 0.29% | 84 |
|
|
2015
Q2 | $535K | Buy |
6,563
+328
| +5% | +$26.7K | 0.3% | 83 |
|
|
2015
Q1 | $493K | Buy |
6,235
+137
| +2% | +$10.8K | 0.27% | 88 |
|
|
2014
Q4 | $469K | Buy |
+6,098
| New | +$469K | 0.36% | 70 |
|
|
2014
Q1 | $493K | Buy |
+6,235
| New | +$493K | 0.27% | 88 |
|