US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-294
| Closed | -$12K | – | 201 |
|
|
2016
Q1 | $12K | Sell |
294
-615
| -68% | -$25.1K | 0.02% | 198 |
|
|
2015
Q4 | $35K | Hold |
909
| – | – | 0.03% | 173 |
|
|
2015
Q3 | $34K | Hold |
909
| – | – | 0.06% | 148 |
|
|
2015
Q2 | $38K | Hold |
909
| – | – | 0.04% | 124 |
|
|
2015
Q1 | $40K | Buy |
909
+144
| +19% | +$6.34K | 0.04% | 130 |
|
|
2014
Q4 | $33K | Buy |
+765
| New | +$33K | 0.03% | 142 |
|