Wealthspire Advisors (Maryland)’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-703
| Closed | -$67K | – | 2569 |
|
|
2017
Q4 | $67K | Sell |
703
-2,692
| -79% | -$257K | 0.01% | 881 |
|
|
2017
Q3 | $321K | Buy |
3,395
+2,007
| +145% | +$190K | 0.04% | 344 |
|
|
2017
Q2 | $123K | Hold |
1,388
| – | – | 0.01% | 608 |
|
|
2017
Q1 | $119K | Buy |
1,388
+1
| +0.1% | +$86 | 0.02% | 538 |
|
|
2016
Q4 | $119K | Buy |
1,387
+4
| +0.3% | +$343 | 0.02% | 526 |
|
|
2016
Q3 | $108K | Sell |
1,383
-677
| -33% | -$52.9K | 0.02% | 549 |
|
|
2016
Q2 | $146K | Hold |
2,060
| – | – | 0.02% | 449 |
|
|
2016
Q1 | $140K | Sell |
2,060
-1,285
| -38% | -$87.3K | 0.02% | 441 |
|
|
2015
Q4 | $241K | Buy |
+3,345
| New | +$241K | 0.04% | 309 |
|