BWA
Burt Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,382
| Closed | -$199K | – | 372 |
|
|
2018
Q3 | $199K | Hold |
2,382
| – | – | 0.09% | 85 |
|
|
2018
Q2 | $195K | Hold |
2,382
| – | – | 0.09% | 76 |
|
|
2018
Q1 | $180K | Hold |
2,382
| – | – | 0.09% | 82 |
|
|
2017
Q4 | $183K | Hold |
2,382
| – | – | 0.11% | 81 |
|
|
2017
Q3 | $177K | Buy |
+2,382
| New | +$177K | 0.12% | 78 |
|