BPWA
Beacon Pointe Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.76M | Sell |
56,806
-1,840
| -3% | -$154K | 0.88% | 27 |
|
|
2019
Q3 | $4.57M | Buy |
58,646
+13,812
| +31% | +$1.08M | 0.96% | 24 |
|
|
2019
Q2 | $3.51M | Buy |
44,834
+2,970
| +7% | +$233K | 0.74% | 29 |
|
|
2019
Q1 | $3.24M | Buy |
41,864
+4,611
| +12% | +$356K | 0.74% | 28 |
|
|
2018
Q4 | $2.58M | Buy |
+37,253
| New | +$2.58M | 0.93% | 26 |
|