JA
JOYN Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-262
| Closed | -$44K | – | 730 |
|
|
2018
Q4 | $44K | Hold |
262
| – | – | 0.01% | 389 |
|
|
2018
Q3 | $56K | Sell |
262
-78
| -23% | -$16.7K | 0.01% | 365 |
|
|
2018
Q2 | $67K | Buy |
340
+262
| +336% | +$51.6K | 0.01% | 318 |
|
|
2018
Q1 | $14K | Buy |
+78
| New | +$14K | ﹤0.01% | 731 |
|
|
2014
Q3 | – | Sell |
-343
| Closed | -$46K | – | 34 |
|
|
2014
Q2 | $46K | Hold |
343
| – | – | 0.02% | 20 |
|
|
2014
Q1 | $45K | Hold |
343
| – | – | 0.02% | 25 |
|
|
2013
Q4 | $45K | Hold |
343
| – | – | 0.02% | 40 |
|
|
2013
Q3 | $42K | Buy |
+343
| New | +$42K | 0.02% | 32 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 31 |
|