Jentner Corp’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $933K | Buy |
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|
2023
Q1 | $885K | Buy |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $423K | Sell |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $289K | Sell |
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|
2018
Q2 | $299K | Sell |
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|
2018
Q1 | $285K | Hold |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $255K | Buy |
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