BSWA
Bromfield Sneider Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $54.6K | Hold |
494
| – | – | 0.03% | 70 |
|
|
2023
Q4 | $53.5K | Buy |
494
+2
| +0.4% | +$216 | 0.04% | 65 |
|
|
2023
Q3 | $46.4K | Hold |
492
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $49.1K | Buy |
492
+1
| +0.2% | +$100 | 0.04% | 70 |
|
|
2023
Q1 | $47.5K | Buy |
491
+1
| +0.2% | +$97 | 0.04% | 66 |
|
|
2022
Q4 | $46.4K | Buy |
490
+3
| +0.6% | +$284 | 0.04% | 62 |
|
|
2022
Q3 | $43K | Hold |
487
| – | – | 0.05% | 60 |
|
|
2022
Q2 | $45K | Buy |
487
+1
| +0.2% | +$92 | 0.05% | 61 |
|
|
2022
Q1 | $52K | Buy |
+486
| New | +$52K | 0.05% | 66 |
|