Belmont Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-241
| Closed | -$25.7K | – | 190 |
|
|
2024
Q2 | $25.7K | Buy |
+241
| New | +$25.7K | ﹤0.01% | 170 |
|
|
2022
Q1 | – | Sell |
-725
| Closed | -$83K | – | 75 |
|
|
2021
Q4 | $83K | Hold |
725
| – | – | 0.07% | 22 |
|
|
2021
Q3 | $79K | Hold |
725
| – | – | 0.06% | 25 |
|
|
2021
Q2 | $82K | Sell |
725
-94
| -11% | -$10.6K | 0.08% | 21 |
|
|
2021
Q1 | $89K | Hold |
819
| – | – | 0.11% | 14 |
|
|
2020
Q4 | $75K | Buy |
+819
| New | +$75K | 0.03% | 18 |
|