Frontier Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $442K | Sell |
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|
2019
Q3 | $453K | Sell |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $478K | Buy |
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|
2018
Q4 | $422K | Buy |
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|
2018
Q3 | $510K | Sell |
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|
2018
Q2 | $580K | Sell |
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|
2018
Q1 | $592K | Sell |
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|
2017
Q4 | $736K | Sell |
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|
2017
Q3 | $738K | Sell |
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|
2017
Q2 | $767K | Sell |
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|
2017
Q1 | $909K | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.3M | Sell |
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|
2016
Q1 | $1.46M | Sell |
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|
2015
Q4 | $1.6M | Sell |
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|
2015
Q3 | $1.89M | Sell |
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|
2015
Q2 | $2.25M | Buy |
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|
2015
Q1 | $2.34M | Sell |
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|
2014
Q4 | $2.45M | Buy |
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