Beck Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,505
| Closed | -$219K | – | 83 |
|
|
2018
Q3 | $219K | Hold |
2,505
| – | – | 0.09% | 94 |
|
|
2018
Q2 | $209K | Buy |
+2,505
| New | +$209K | 0.1% | 90 |
|
|
2014
Q2 | – | Sell |
-9,356
| Closed | -$522K | – | 163 |
|
|
2014
Q1 | $522K | Sell |
9,356
-8,678
| -48% | -$484K | 0.4% | 90 |
|
|
2013
Q4 | $941K | Buy |
+18,034
| New | +$941K | 0.76% | 42 |
|