Juncture Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $806K | Buy |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $874K | Sell |
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|
2021
Q1 | $941K | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $963K | Sell |
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|
2020
Q2 | $953K | Sell |
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|
2020
Q1 | $763K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $947K | Sell |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $1.75M | Buy |
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|
2018
Q2 | $1.27M | Sell |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $4.96M | Sell |
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|
2017
Q2 | $5.42M | Buy |
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|
2017
Q1 | $4.87M | Buy |
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|
2016
Q4 | $4.22M | Buy |
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|
2016
Q3 | $3.49M | Buy |
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|
2016
Q2 | $3.01M | Buy |
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|
2016
Q1 | $2.64M | Buy |
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|
2015
Q4 | $2.75M | Sell |
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|
2015
Q3 | $3.03M | Sell |
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|
2015
Q2 | $4.33M | Sell |
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|
2015
Q1 | $4.41M | Sell |
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|
2014
Q4 | $8.07M | Buy |
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