Sargent Bickham Lagudis’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
Q1 | – | Sell |
-156
| Closed | -$13K | – | 822 |
|
2018
Q4 | $13K | Sell |
156
-32
| -17% | -$2.67K | ﹤0.01% | 550 |
|
2018
Q3 | $20K | Buy |
188
+61
| +48% | +$6.49K | ﹤0.01% | 501 |
|
2018
Q2 | $13K | Buy |
127
+83
| +189% | +$8.5K | ﹤0.01% | 543 |
|
2018
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 679 |
|
2017
Q4 | $4K | Buy |
44
+32
| +267% | +$2.91K | ﹤0.01% | 702 |
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 788 |
|
2017
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 749 |
|