Disciplined Investments’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 |
-3
| Closed | -$328 | – | 823 |
|
|
2023
Q2 | $328 | Hold |
3
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q1 | $314 | Sell |
3
-2
| -40% | -$209 | ﹤0.01% | 1377 |
|
|
2022
Q4 | $539 | Hold |
5
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 955 |
|
|
2022
Q2 | $1K | Sell |
5
-5
| -50% | -$1K | ﹤0.01% | 976 |
|
|
2022
Q1 | $1K | Sell |
10
-5
| -33% | -$500 | ﹤0.01% | 1033 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $2K | Sell |
15
-3
| -17% | -$400 | ﹤0.01% | 334 |
|
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 284 |
|
|
2020
Q3 | $2K | Buy |
18
+1
| +6% | +$111 | ﹤0.01% | 345 |
|
|
2020
Q2 | $1K | Buy |
17
+7
| +70% | +$412 | ﹤0.01% | 380 |
|
|
2020
Q1 | $1K | Buy |
10
+3
| +43% | +$300 | ﹤0.01% | 398 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 408 |
|