American Financial Network Advisory Services’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 | – | Sell |
-7,082
| Closed | -$547K | – | 108 |
|
2019
Q2 | $547K | Sell |
7,082
-413
| -6% | -$31.9K | 0.43% | 62 |
|
2019
Q1 | $572K | Sell |
7,495
-4,814
| -39% | -$367K | 0.42% | 64 |
|
2018
Q4 | $853K | Sell |
12,309
-183
| -1% | -$12.7K | 0.6% | 45 |
|
2018
Q3 | $1.09M | Buy |
12,492
+12,363
| +9,584% | +$1.08M | 0.58% | 48 |
|
2018
Q2 | $1.06K | Buy |
129
+5
| +4% | +$41 | 0.58% | 49 |
|
2018
Q1 | $962 | Sell |
124
-21,278
| -99% | -$165K | 0.5% | 55 |
|
2017
Q4 | $1.64M | Buy |
21,402
+2,231
| +12% | +$171K | 0.69% | 37 |
|
2017
Q3 | $1.42M | Buy |
+19,171
| New | +$1.42M | 0.61% | 48 |
|