ASFA
All Season Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-27,202
| Closed | -$2.8M | – | 113 |
|
2023
Q4 | $2.8M | Buy |
+27,202
| New | +$2.8M | 2.38% | 11 |
|
2022
Q2 | – | Sell |
-33,154
| Closed | -$3.4M | – | 144 |
|
2022
Q1 | $3.4M | Buy |
+33,154
| New | +$3.4M | 2.41% | 9 |
|
2021
Q3 | – | Sell |
-35,189
| Closed | -$3.71M | – | 138 |
|
2021
Q2 | $3.71M | Buy |
+35,189
| New | +$3.71M | 2.66% | 10 |
|