United Capital Financial Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,849
| Closed | -$207K | – | 1077 |
|
|
2022
Q3 | $207K | Buy |
4,849
+11
| +0.2% | +$470 | ﹤0.01% | 1017 |
|
|
2022
Q2 | $214K | Buy |
4,838
+6
| +0.1% | +$265 | ﹤0.01% | 1040 |
|
|
2022
Q1 | $259K | Buy |
4,832
+8
| +0.2% | +$429 | ﹤0.01% | 1034 |
|
|
2021
Q4 | $276K | Buy |
4,824
+12
| +0.2% | +$687 | ﹤0.01% | 1046 |
|
|
2021
Q3 | $270K | Buy |
4,812
+10
| +0.2% | +$561 | ﹤0.01% | 1046 |
|
|
2021
Q2 | $282K | Buy |
4,802
+6
| +0.1% | +$352 | ﹤0.01% | 1036 |
|
|
2021
Q1 | $270K | Buy |
4,796
+8
| +0.2% | +$450 | ﹤0.01% | 1013 |
|
|
2020
Q4 | $236K | Buy |
+4,788
| New | +$236K | ﹤0.01% | 1071 |
|