WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-772
| Closed | -$25K | – | 2137 |
|
|
2014
Q3 | $25K | Sell |
772
-80
| -9% | -$2.59K | ﹤0.01% | 1189 |
|
|
2014
Q2 | $29K | Buy |
852
+4
| +0.5% | +$136 | 0.01% | 1125 |
|
|
2014
Q1 | $28K | Hold |
848
| – | – | 0.01% | 1121 |
|
|
2013
Q4 | $27K | Hold |
848
| – | – | ﹤0.01% | 1221 |
|
|
2013
Q3 | $25K | Buy |
848
+144
| +20% | +$4.25K | ﹤0.01% | 1184 |
|
|
2013
Q2 | $19K | Buy |
+704
| New | +$19K | ﹤0.01% | 1228 |
|