Stonebridge Financial Planning Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-195	Closed	-$11K	–	233
2021 Q4	$11K	Hold	195	–	–	0.01%	334
2021 Q3	$12K	Sell	195 -330	-63%	-$20.3K	0.01%	330
2021 Q2	$31K	Hold	525	–	–	0.02%	257
2021 Q1	$30K	Buy	+525	New	+$30K	0.02%	256