Avantax Planning Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,996
| Closed | -$167K | – | 716 |
|
|
2018
Q3 | $167K | Buy |
+1,996
| New | +$167K | 0.01% | 260 |
|
|
2018
Q2 | – | Sell |
-1,996
| Closed | -$151K | – | 809 |
|
|
2018
Q1 | $151K | Buy |
+1,996
| New | +$151K | 0.01% | 338 |
|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$334K | – | 328 |
|
|
2017
Q3 | $334K | Hold |
4,500
| – | – | 0.03% | 255 |
|
|
2017
Q2 | $315K | Sell |
4,500
-130
| -3% | -$9.1K | 0.03% | 245 |
|
|
2017
Q1 | $321K | Hold |
4,630
| – | – | 0.03% | 234 |
|
|
2016
Q4 | $324K | Buy |
+4,630
| New | +$324K | 0.03% | 219 |
|