Blue Chip Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,647
| Closed | -$178K | – | 172 |
|
|
2022
Q1 | $178K | Hold |
1,647
| – | – | 0.02% | 142 |
|
|
2021
Q4 | $189K | Buy |
1,647
+1
| +0.1% | +$115 | 0.02% | 141 |
|
|
2021
Q3 | $180K | Sell |
1,646
-114
| -6% | -$12.5K | 0.03% | 138 |
|
|
2021
Q2 | $199K | Hold |
1,760
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $191K | Buy |
1,760
+66
| +4% | +$7.16K | 0.03% | 119 |
|
|
2020
Q4 | $156K | Buy |
1,694
+164
| +11% | +$15.1K | 0.02% | 124 |
|
|
2020
Q3 | $107K | Buy |
+1,530
| New | +$107K | 0.02% | 130 |
|
|
2020
Q1 | – | Sell |
-5,716
| Closed | -$479K | – | 148 |
|
|
2019
Q4 | $479K | Buy |
+5,716
| New | +$479K | 0.09% | 89 |
|