Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.51M | Sell |
21,950
-474
| -2% | -$54.3K | 0.51% | 42 |
|
|
2021
Q3 | $2.45M | Sell |
22,424
-445
| -2% | -$48.6K | 0.54% | 40 |
|
|
2021
Q2 | $2.58M | Sell |
22,869
-1,296
| -5% | -$146K | 0.56% | 41 |
|
|
2021
Q1 | $2.62M | Sell |
24,165
-64
| -0.3% | -$6.95K | 0.64% | 39 |
|
|
2020
Q4 | $2.23M | Sell |
24,229
-733
| -3% | -$67.4K | 0.56% | 44 |
|
|
2020
Q3 | $1.75M | Buy |
24,962
+2,119
| +9% | +$149K | 0.48% | 47 |
|
|
2020
Q2 | $1.56M | Buy |
22,843
+7,967
| +54% | +$544K | 0.45% | 48 |
|
|
2020
Q1 | $835K | Buy |
14,876
+10,043
| +208% | +$564K | 0.29% | 64 |
|
|
2019
Q4 | $405K | Buy |
4,833
+663
| +16% | +$55.6K | 0.12% | 118 |
|
|
2019
Q3 | $325K | Buy |
4,170
+333
| +9% | +$26K | 0.1% | 133 |
|
|
2019
Q2 | $300K | Buy |
3,837
+445
| +13% | +$34.8K | 0.1% | 129 |
|
|
2019
Q1 | $262K | Sell |
3,392
-78
| -2% | -$6.03K | 0.09% | 134 |
|
|
2018
Q4 | $241K | Buy |
3,470
+771
| +29% | +$53.5K | 0.1% | 134 |
|
|
2018
Q3 | $236K | Buy |
2,699
+103
| +4% | +$9.01K | 0.09% | 139 |
|
|
2018
Q2 | $217K | Buy |
+2,596
| New | +$217K | 0.09% | 137 |
|