New England Capital Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,263
Closed -$466K 403
2023
Q2
$466K Buy
4,263
+378
+10% +$41.3K 0.31% 27
2023
Q1
$406K Buy
3,885
+75
+2% +$7.84K 0.29% 32
2022
Q4
$440K Buy
+3,810
New +$440K 0.31% 30