FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $97.6K | Hold |
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|
2023
Q1 | $97.6K | Hold |
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|
2022
Q4 | $97.6K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $121K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $84 | Hold |
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|
2020
Q2 | $81K | Hold |
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|
2020
Q1 | $67K | Buy |
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