CWM
C2C Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,186
| Closed | -$574K | – | 154 |
|
|
2023
Q3 | $574K | Hold |
6,186
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $634K | Hold |
6,186
| – | – | 0.08% | 125 |
|
|
2023
Q1 | $589K | Buy |
6,186
+45
| +0.7% | +$4.29K | 0.1% | 129 |
|
|
2022
Q4 | $608K | Sell |
6,141
-3
| -0% | -$297 | 0.11% | 87 |
|
|
2022
Q3 | $570K | Buy |
6,144
+22
| +0.4% | +$2.04K | 0.11% | 95 |
|
|
2022
Q2 | $590K | Sell |
6,122
-171
| -3% | -$16.5K | 0.11% | 92 |
|
|
2022
Q1 | $679K | Buy |
6,293
+222
| +4% | +$24K | 0.12% | 95 |
|
|
2021
Q4 | $694K | Buy |
+6,071
| New | +$694K | 0.1% | 107 |
|