Kavar Capital Partners Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-252
| Closed | -$12K | – | 294 |
|
|
2019
Q2 | $12K | Buy |
+252
| New | +$12K | ﹤0.01% | 349 |
|
|
2018
Q3 | – | Sell |
-252
| Closed | -$13K | – | 249 |
|
|
2018
Q2 | $13K | Hold |
252
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $12K | Buy |
+252
| New | +$12K | 0.01% | 305 |
|
|
2016
Q1 | – | Sell |
-252
| Closed | -$9K | – | 231 |
|
|
2015
Q4 | $9K | Hold |
252
| – | – | 0.01% | 271 |
|
|
2015
Q3 | $9K | Hold |
252
| – | – | 0.01% | 285 |
|
|
2015
Q2 | $10K | Buy |
+252
| New | +$10K | 0.01% | 301 |
|