NWAM LLC’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$209K Buy
2019
Q3
Sell
2019
Q2
$211K Sell
2019
Q1
$246K Sell
2018
Q4
$234K Sell
2018
Q3
$603K Sell
2018
Q2
$636K Sell
2018
Q1
$697K Buy
2017
Q4
$683K Buy
2017
Q3
$657K Buy
2017
Q2
$596K Buy
2017
Q1
$550K Buy
2016
Q4
$526K Buy
2016
Q3
$351K Buy