Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-405
| Closed | -$50.7K | – | 228 |
|
|
2023
Q4 | $50.7K | Buy |
405
+5
| +1% | +$626 | 0.01% | 153 |
|
|
2023
Q3 | $43.9K | Hold |
400
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $46K | Sell |
400
-65
| -14% | -$7.47K | 0.01% | 152 |
|
|
2023
Q1 | $51.1K | Buy |
465
+5
| +1% | +$550 | 0.01% | 141 |
|
|
2022
Q4 | $49.7K | Buy |
+460
| New | +$49.7K | 0.01% | 153 |
|