Benedetti & Gucer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,676
| Closed | -$1.46M | – | 147 |
|
|
2023
Q2 | $1.46M | Sell |
14,676
-519
| -3% | -$51.7K | 0.75% | 27 |
|
|
2023
Q1 | $1.47M | Buy |
+15,195
| New | +$1.47M | 0.84% | 23 |
|
|
2022
Q3 | – | Sell |
-2,308
| Closed | -$214K | – | 90 |
|
|
2022
Q2 | $214K | Sell |
2,308
-202
| -8% | -$18.7K | 0.14% | 81 |
|
|
2022
Q1 | $270K | Sell |
2,510
-213
| -8% | -$22.9K | 0.18% | 72 |
|
|
2021
Q4 | $311K | Sell |
2,723
-74
| -3% | -$8.45K | 0.21% | 68 |
|
|
2021
Q3 | $305K | Buy |
2,797
+758
| +37% | +$82.7K | 0.23% | 65 |
|
|
2021
Q2 | $230K | Buy |
2,039
+36
| +2% | +$4.06K | 0.21% | 73 |
|
|
2021
Q1 | $217K | Buy |
+2,003
| New | +$217K | 0.2% | 75 |
|