PWM
Provident Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7
| Closed | -$2K | – | 73 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 60 |
|
|
2020
Q3 | $2K | Sell |
7
-15
| -68% | -$4.29K | ﹤0.01% | 249 |
|
|
2020
Q2 | $5K | Sell |
22
-17,790
| -100% | -$4.04M | 0.01% | 66 |
|
|
2020
Q1 | $2.96M | Sell |
17,812
-1,125
| -6% | -$187K | 3.62% | 7 |
|
|
2019
Q4 | $4.01M | Buy |
+18,937
| New | +$4.01M | 3.58% | 7 |
|