BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-190
| Closed | -$26K | – | 1042 |
|
|
2021
Q4 | $26K | Buy |
+190
| New | +$26K | ﹤0.01% | 508 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | -$1K | – | 979 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 870 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 964 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 861 |
|
|
2019
Q3 | $1K | Sell |
6
-70
| -92% | -$11.7K | ﹤0.01% | 663 |
|
|
2019
Q2 | $7K | Sell |
76
-136
| -64% | -$12.5K | ﹤0.01% | 554 |
|
|
2019
Q1 | $19K | Hold |
212
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $17K | Buy |
212
+4
| +2% | +$321 | ﹤0.01% | 410 |
|
|
2018
Q3 | $21K | Hold |
208
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $20K | Buy |
+208
| New | +$20K | ﹤0.01% | 430 |
|