LifePlan Financial 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 |
-420
| Closed | -$19K | – | 556 |
|
|
2019
Q2 | $19K | Hold |
420
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $19K | Hold |
420
| – | – | 0.01% | 350 |
|
|
2018
Q4 | $17K | Hold |
420
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $22K | Hold |
420
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $21K | Hold |
420
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $20K | Buy |
+420
| New | +$20K | 0.01% | 317 |
|
|
2014
Q2 | – | Sell |
-420
| Closed | -$17K | – | 135 |
|
|
2014
Q1 | $17K | Buy |
+420
| New | +$17K | 0.01% | 160 |
|