Sanford Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.2M | Buy |
26,401
+3,093
| +13% | +$141K | 0.29% | 49 |
|
|
2022
Q3 | $996K | Sell |
23,308
-327
| -1% | -$14K | 0.28% | 42 |
|
|
2022
Q2 | $1.05M | Hold |
23,635
| – | – | 0.3% | 40 |
|
|
2022
Q1 | $1.27M | Sell |
23,635
-225
| -0.9% | -$12.1K | 0.35% | 34 |
|
|
2021
Q4 | $1.37M | Sell |
23,860
-4,400
| -16% | -$252K | 0.31% | 34 |
|
|
2021
Q3 | $1.59M | Hold |
28,260
| – | – | 0.4% | 27 |
|
|
2021
Q2 | $1.66M | Sell |
28,260
-1,464
| -5% | -$85.8K | 0.43% | 27 |
|
|
2021
Q1 | $1.66M | Buy |
29,724
+984
| +3% | +$54.8K | 0.46% | 24 |
|
|
2020
Q4 | $1.42M | Buy |
+28,740
| New | +$1.42M | 0.45% | 24 |
|