Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $33K | Buy |
306
+153
| +100% | +$16.5K | ﹤0.01% | 566 |
|
|
2022
Q3 | $16K | Sell |
153
-4
| -3% | -$418 | 0.01% | 578 |
|
|
2022
Q2 | $16.3K | Sell |
157
-140
| -47% | -$14.6K | 0.01% | 575 |
|
|
2022
Q1 | $38K | Buy |
+297
| New | +$38K | 0.01% | 508 |
|
|
2021
Q3 | $44K | Sell |
304
-15
| -5% | -$2.17K | 0.02% | 462 |
|
|
2021
Q2 | $49K | Sell |
319
-8
| -2% | -$1.23K | 0.02% | 452 |
|
|
2021
Q1 | $48K | Buy |
+327
| New | +$48K | 0.03% | 383 |
|