Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$60K | – | 865 |
|
|
2021
Q4 | $60K | Hold |
1,200
| – | – | 0.02% | 431 |
|
|
2021
Q3 | $59K | Hold |
1,200
| – | – | 0.02% | 428 |
|
|
2021
Q2 | $62K | Hold |
1,200
| – | – | 0.02% | 456 |
|
|
2021
Q1 | $60K | Sell |
1,200
-630
| -34% | -$31.5K | 0.02% | 461 |
|
|
2020
Q4 | $93K | Buy |
+1,830
| New | +$93K | 0.03% | 361 |
|