Lee Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-347
| Closed | -$14.4K | – | 848 |
|
|
2023
Q2 | $14.4K | Buy |
347
+1
| +0.3% | +$41 | ﹤0.01% | 354 |
|
|
2023
Q1 | $13.5K | Buy |
346
+1
| +0.3% | +$39 | ﹤0.01% | 370 |
|
|
2022
Q4 | $12.5K | Buy |
345
+1
| +0.3% | +$36 | ﹤0.01% | 422 |
|
|
2022
Q3 | $12K | Buy |
344
+1
| +0.3% | +$35 | ﹤0.01% | 407 |
|
|
2022
Q2 | $12K | Hold |
343
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $15K | Hold |
343
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $17K | Buy |
343
+1
| +0.3% | +$50 | ﹤0.01% | 398 |
|
|
2021
Q3 | $17K | Hold |
342
| – | – | ﹤0.01% | 355 |
|
|
2021
Q2 | $18K | Buy |
+342
| New | +$18K | ﹤0.01% | 337 |
|