GLLW
Graves Light Lenhart Wealth’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,101
| Closed | -$351K | – | 193 |
|
|
2024
Q2 | $351K | Buy |
3,101
+1
| +0% | +$113 | 0.04% | 132 |
|
|
2024
Q1 | $376K | Hold |
3,100
| – | – | 0.04% | 127 |
|
|
2023
Q4 | $360K | Buy |
+3,100
| New | +$360K | 0.04% | 131 |
|
|
2019
Q3 | – | Sell |
-7,202
| Closed | -$671K | – | 181 |
|
|
2019
Q2 | $671K | Hold |
7,202
| – | – | 0.16% | 78 |
|
|
2019
Q1 | $668K | Hold |
7,202
| – | – | 0.17% | 76 |
|
|
2018
Q4 | $594K | Buy |
+7,202
| New | +$594K | 0.17% | 77 |
|