Bruderman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,300
| Closed | -$100K | – | 321 |
|
|
2019
Q1 | $100K | Sell |
1,300
-65
| -5% | -$5K | 0.02% | 198 |
|
|
2018
Q4 | $95K | Buy |
+1,365
| New | +$95K | 0.02% | 181 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$2K | – | 385 |
|
|
2016
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 376 |
|
|
2015
Q4 | $2K | Sell |
40
-20
| -33% | -$1K | ﹤0.01% | 387 |
|
|
2015
Q3 | $3K | Sell |
60
-600
| -91% | -$30K | ﹤0.01% | 393 |
|
|
2015
Q2 | $39K | Hold |
660
| – | – | 0.02% | 243 |
|
|
2015
Q1 | $39K | Buy |
+660
| New | +$39K | 0.02% | 239 |
|