Atlas Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $740K | Buy |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $534K | Buy |
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