Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $39K | Sell |
405
-119
| -23% | -$11.5K | 0.03% | 154 |
|
|
2017
Q4 | $50K | Buy |
+524
| New | +$50K | 0.03% | 144 |
|
|
2017
Q3 | – | Sell |
-393
| Closed | -$34K | – | 259 |
|
|
2017
Q2 | $34K | Sell |
393
-408
| -51% | -$35.3K | 0.02% | 136 |
|
|
2017
Q1 | $68K | Buy |
801
+16
| +2% | +$1.36K | 0.05% | 109 |
|
|
2016
Q4 | $67K | Buy |
+785
| New | +$67K | 0.06% | 102 |
|