Mosaic Family Wealth’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-128
| Closed | -$5K | – | 795 |
|
|
2017
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 696 |
|
|
2017
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 565 |
|
|
2017
Q1 | $5K | Hold |
128
| – | – | ﹤0.01% | 565 |
|
|
2016
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 555 |
|
|
2016
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 574 |
|
|
2016
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 599 |
|
|
2016
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 624 |
|
|
2015
Q4 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 609 |
|