American Economic Planning Group’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
Q3 | $320K | Sell |
4,090
-10,824
| -73% | -$847K | 0.09% | 60 |
|
|
2019
Q2 | $1.17M | Sell |
14,914
-5,900
| -28% | -$462K | 0.35% | 29 |
|
|
2019
Q1 | $1.61M | Buy |
20,814
+4,250
| +26% | +$328K | 0.5% | 18 |
|
|
2018
Q4 | $1.15M | Sell |
16,564
-760
| -4% | -$52.7K | 0.37% | 29 |
|
|
2018
Q3 | $1.51M | Buy |
17,324
+3,103
| +22% | +$271K | 0.54% | 16 |
|
|
2018
Q2 | $1.19M | Buy |
14,221
+287
| +2% | +$24K | 0.44% | 23 |
|
|
2018
Q1 | $1.07M | Buy |
13,934
+1,278
| +10% | +$98.4K | 0.39% | 30 |
|
|
2017
Q4 | $972K | Buy |
12,656
+231
| +2% | +$17.7K | 0.36% | 29 |
|
|
2017
Q3 | $922K | Buy |
12,425
+360
| +3% | +$26.7K | 0.35% | 27 |
|
|
2017
Q2 | $846K | Buy |
12,065
+4,410
| +58% | +$309K | 0.33% | 26 |
|
|
2017
Q1 | $529K | Buy |
+7,655
| New | +$529K | 0.21% | 33 |
|