Advocacy Wealth Management Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 79 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 139 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$5K | – | 167 |
|
|
2022
Q1 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 120 |
|
|
2019
Q3 | – | Sell |
-193
| Closed | -$15K | – | 161 |
|
|
2019
Q2 | $15K | Hold |
193
| – | – | 0.01% | 113 |
|
|
2019
Q1 | $15K | Buy |
+193
| New | +$15K | 0.02% | 95 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 185 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 198 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 210 |
|
|
2017
Q2 | – | Sell |
-78
| Closed | -$5K | – | 294 |
|
|
2017
Q1 | $5K | Sell |
78
-166
| -68% | -$10.6K | ﹤0.01% | 256 |
|
|
2016
Q4 | $17K | Sell |
244
-138
| -36% | -$9.62K | 0.01% | 156 |
|
|
2016
Q3 | $24K | Buy |
+382
| New | +$24K | 0.01% | 183 |
|