HC Financial Advisors’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
Q4 | – | Sell |
-459
| Closed | -$66K | – | 333 |
|
|
2021
Q3 | $66K | Hold |
459
| – | – | 0.04% | 118 |
|
|
2021
Q2 | $70K | Hold |
459
| – | – | 0.04% | 115 |
|
|
2021
Q1 | $67K | Sell |
459
-150
| -25% | -$21.9K | 0.04% | 118 |
|
|
2020
Q4 | $72K | Hold |
609
| – | – | 0.05% | 111 |
|
|
2020
Q3 | $55K | Hold |
609
| – | – | 0.04% | 115 |
|
|
2020
Q2 | $53K | Hold |
609
| – | – | 0.04% | 106 |
|
|
2020
Q1 | $41K | Buy |
+609
| New | +$41K | 0.04% | 121 |
|