Aspen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-70,058
| Closed | -$3.93M | – | 124 |
|
|
2014
Q2 | $3.93M | Hold |
70,058
| – | – | 2.4% | 6 |
|
|
2014
Q1 | $3.86M | Hold |
70,058
| – | – | 2.46% | 7 |
|
|
2013
Q4 | $3.82M | Sell |
70,058
-47,200
| -40% | -$2.58M | 2.55% | 6 |
|
|
2013
Q3 | $5.85M | Buy |
117,258
+376
| +0.3% | +$18.8K | 4.14% | 3 |
|
|
2013
Q2 | $5.28M | Buy |
+116,882
| New | +$5.28M | 3.59% | 4 |
|