Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,192
| Closed | -$91K | – | 200 |
|
|
2019
Q1 | $91K | Buy |
1,192
+17
| +1% | +$1.3K | 0.08% | 142 |
|
|
2018
Q4 | $81K | Buy |
1,175
+9
| +0.8% | +$620 | 0.08% | 143 |
|
|
2018
Q3 | $102K | Buy |
1,166
+3
| +0.3% | +$262 | 0.09% | 139 |
|
|
2018
Q2 | $97K | Hold |
1,163
| – | – | 0.09% | 138 |
|
|
2018
Q1 | $90K | Sell |
1,163
-296
| -20% | -$22.9K | 0.09% | 140 |
|
|
2017
Q4 | $112K | Buy |
+1,459
| New | +$112K | 0.11% | 129 |
|