Atlas Private Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,692
| Closed | -$462K | – | 118 |
|
|
2022
Q1 | $462K | Sell |
3,692
-220
| -6% | -$27.5K | 0.27% | 95 |
|
|
2021
Q4 | $543K | Sell |
3,912
-450
| -10% | -$62.5K | 0.3% | 88 |
|
|
2021
Q3 | $567K | Sell |
4,362
-232
| -5% | -$30.2K | 0.35% | 80 |
|
|
2021
Q2 | $609K | Sell |
4,594
-250
| -5% | -$33.1K | 0.38% | 78 |
|
|
2021
Q1 | $621K | Sell |
4,844
-180
| -4% | -$23.1K | 0.4% | 69 |
|
|
2020
Q4 | $574K | Sell |
5,024
-1,082
| -18% | -$124K | 0.41% | 63 |
|
|
2020
Q3 | $539K | Buy |
6,106
+1,684
| +38% | +$149K | 0.42% | 64 |
|
|
2020
Q2 | $375K | Hold |
4,422
| – | – | 0.3% | 81 |
|
|
2020
Q1 | $305K | Sell |
4,422
-58
| -1% | -$4K | 0.28% | 87 |
|
|
2019
Q4 | $433K | Buy |
+4,480
| New | +$433K | 0.33% | 85 |
|