American Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,145
| Closed | -$245K | – | 99 |
|
2019
Q4 | $245K | Sell |
3,145
-608
| -16% | -$47.4K | 0.04% | 81 |
|
2019
Q3 | $292K | Sell |
3,753
-17
| -0.5% | -$1.32K | 0.06% | 73 |
|
2019
Q2 | $295K | Sell |
3,770
-206
| -5% | -$16.1K | 0.06% | 79 |
|
2019
Q1 | $306K | Sell |
3,976
-644
| -14% | -$49.6K | 0.06% | 82 |
|
2018
Q4 | $320K | Buy |
+4,620
| New | +$320K | 0.07% | 68 |
|