Sigma Planning Corp’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
|