Boyar Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-44,040
| Closed | -$2.39M | – | 67 |
|
|
2014
Q3 | $2.39M | Buy |
44,040
+19,720
| +81% | +$1.07M | 1.84% | 25 |
|
|
2014
Q2 | $1.36M | Buy |
24,320
+3,408
| +16% | +$191K | 1.08% | 40 |
|
|
2014
Q1 | $1.15M | Buy |
20,912
+6,210
| +42% | +$342K | 0.94% | 41 |
|
|
2013
Q4 | $802K | Buy |
14,702
+6,882
| +88% | +$375K | 0.67% | 43 |
|
|
2013
Q3 | $390K | Buy |
+7,820
| New | +$390K | 0.37% | 53 |
|