Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 717 |
|
|
2018
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1341 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$2K | – | 810 |
|
|
2018
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1600 |
|
|
2017
Q4 | – | Sell |
-10,304
| Closed | -$848K | – | 329 |
|
|
2017
Q3 | $848K | Hold |
10,304
| – | – | 0.07% | 136 |
|
|
2017
Q2 | $804K | Sell |
10,304
-348
| -3% | -$27.2K | 0.07% | 135 |
|
|
2017
Q1 | $815K | Hold |
10,652
| – | – | 0.07% | 127 |
|
|
2016
Q4 | $799K | Buy |
+10,652
| New | +$799K | 0.09% | 115 |
|