WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Hold |
169
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q1 | $14K | Buy |
169
+1
| +0.6% | +$83 | ﹤0.01% | 984 |
|
|
2016
Q4 | $14K | Hold |
168
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q3 | $13K | Buy |
168
+1
| +0.6% | +$77 | ﹤0.01% | 1048 |
|
|
2016
Q2 | $12K | Hold |
167
| – | – | ﹤0.01% | 1041 |
|
|
2016
Q1 | $11K | Hold |
167
| – | – | ﹤0.01% | 1027 |
|
|
2015
Q4 | $12K | Sell |
167
-272
| -62% | -$19.5K | ﹤0.01% | 1030 |
|
|
2015
Q3 | $31K | Buy |
439
+1
| +0.2% | +$71 | 0.01% | 769 |
|
|
2015
Q2 | $36K | Hold |
438
| – | – | 0.01% | 814 |
|
|
2015
Q1 | $35K | Buy |
438
+2
| +0.5% | +$160 | 0.01% | 819 |
|
|
2014
Q4 | $34K | Sell |
436
-4
| -0.9% | -$312 | 0.01% | 1028 |
|
|
2014
Q3 | $31K | Buy |
440
+3
| +0.7% | +$211 | 0.01% | 1100 |
|
|
2014
Q2 | $33K | Buy |
437
+270
| +162% | +$20.4K | 0.01% | 1063 |
|
|
2014
Q1 | $13K | Sell |
167
-4
| -2% | -$311 | ﹤0.01% | 1389 |
|
|
2013
Q4 | $13K | Buy |
171
+5
| +3% | +$380 | ﹤0.01% | 1498 |
|
|
2013
Q3 | $11K | Buy |
166
+6
| +4% | +$398 | ﹤0.01% | 1486 |
|
|
2013
Q2 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 1446 |
|