SWP
Summit Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,539
| Closed | -$215K | – | 167 |
|
|
2021
Q4 | $215K | Sell |
1,539
-176
| -10% | -$24.6K | 0.05% | 149 |
|
|
2021
Q3 | $248K | Buy |
+1,715
| New | +$248K | 0.06% | 136 |
|
|
2021
Q2 | – | Sell |
-1,445
| Closed | -$212K | – | 156 |
|
|
2021
Q1 | $212K | Buy |
+1,445
| New | +$212K | 0.05% | 143 |
|
|
2020
Q3 | – | Sell |
-16,016
| Closed | -$1.4M | – | 152 |
|
|
2020
Q2 | $1.4M | Sell |
16,016
-414
| -3% | -$36.1K | 0.45% | 41 |
|
|
2020
Q1 | $1.1M | Buy |
16,430
+2,191
| +15% | +$147K | 0.45% | 38 |
|
|
2019
Q4 | $1.42M | Buy |
+14,239
| New | +$1.42M | 0.49% | 36 |
|