THWM
Taylor Hoffman Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-80
| Closed | -$7K | – | 239 |
|
|
2020
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 243 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 398 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 389 |
|
|
2019
Q1 | $2K | Sell |
20
-539
| -96% | -$53.9K | ﹤0.01% | 396 |
|
|
2018
Q4 | $46K | Sell |
559
-29
| -5% | -$2.39K | 0.04% | 186 |
|
|
2018
Q3 | $63K | Sell |
588
-199
| -25% | -$21.3K | 0.05% | 164 |
|
|
2018
Q2 | $83K | Hold |
787
| – | – | 0.07% | 139 |
|
|
2018
Q1 | $76K | Buy |
787
+18
| +2% | +$1.74K | 0.07% | 151 |
|
|
2017
Q4 | $74K | Buy |
+769
| New | +$74K | 0.07% | 148 |
|