Rehmann Capital Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-4,313
| Closed | -$402K | – | 1912 |
|
2019
Q2 | $402K | Buy |
4,313
+435
| +11% | +$40.5K | 0.05% | 282 |
|
2019
Q1 | $360K | Buy |
+3,878
| New | +$360K | 0.05% | 282 |
|
2018
Q4 | – | Sell |
-2,062
| Closed | -$219K | – | 1989 |
|
2018
Q3 | $219K | Buy |
2,062
+87
| +4% | +$9.25K | 0.03% | 379 |
|
2018
Q2 | $209K | Buy |
1,975
+432
| +28% | +$45.6K | 0.03% | 362 |
|
2018
Q1 | $148K | Buy |
+1,543
| New | +$148K | 0.02% | 445 |
|