Harvest Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 364 |
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 462 |
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 665 |
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 734 |
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 996 |
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 867 |
|
2019
Q2 | $0 | Sell |
9
-5
| -36% | – | ﹤0.01% | 956 |
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 787 |
|