Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,622
| Closed | -$227K | – | 1311 |
|
|
2021
Q4 | $227K | Buy |
+1,622
| New | +$227K | 0.01% | 1119 |
|
|
2020
Q1 | – | Sell |
-2,444
| Closed | -$243K | – | 981 |
|
|
2019
Q4 | $243K | Hold |
2,444
| – | – | 0.01% | 838 |
|
|
2019
Q3 | $215K | Hold |
2,444
| – | – | 0.01% | 860 |
|
|
2019
Q2 | $228K | Sell |
2,444
-79
| -3% | -$7.37K | 0.01% | 827 |
|
|
2019
Q1 | $234K | Sell |
2,523
-8
| -0.3% | -$742 | 0.01% | 808 |
|
|
2018
Q4 | $209K | Sell |
2,531
-114
| -4% | -$9.41K | 0.01% | 783 |
|
|
2018
Q3 | $281K | Hold |
2,645
| – | – | 0.01% | 731 |
|
|
2018
Q2 | $279K | Buy |
2,645
+193
| +8% | +$20.4K | 0.01% | 776 |
|
|
2018
Q1 | $236K | Buy |
2,452
+2,126
| +652% | +$205K | 0.01% | 834 |
|
|
2017
Q4 | $31K | Buy |
+326
| New | +$31K | ﹤0.01% | 1742 |
|