WealthSource Partners’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $348K | Buy |
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