Institute for Wealth Management’s iShares MSCI BIC ETF BKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,610
| Closed | -$670K | – | 268 |
|
|
2018
Q3 | $670K | Sell |
16,610
-213
| -1% | -$8.59K | 0.23% | 134 |
|
|
2018
Q2 | $705K | Sell |
16,823
-220
| -1% | -$9.22K | 0.22% | 135 |
|
|
2018
Q1 | $764K | Buy |
+17,043
| New | +$764K | 0.23% | 155 |
|
|
2017
Q4 | – | Sell |
-21,871
| Closed | -$942K | – | 394 |
|
|
2017
Q3 | $942K | Sell |
21,871
-2,566
| -11% | -$111K | 0.31% | 109 |
|
|
2017
Q2 | $910K | Buy |
+24,437
| New | +$910K | 0.25% | 131 |
|