WFG Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $24K | Buy |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q3 | $27K | Hold |
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $31K | Sell |
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|
2014
Q4 | $37K | Hold |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $64K | Hold |
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|
2014
Q1 | $62K | Buy |
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|
2013
Q4 | $63K | Hold |
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|
2013
Q3 | $59K | Buy |
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|
2013
Q2 | $34K | Buy |
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