Capital Directions Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $54.3K | Buy |
+502
| New | +$54.3K | 0.02% | 118 |
|
2022
Q3 | – | Sell |
-540
| Closed | -$57K | – | 106 |
|
2022
Q2 | $57K | Hold |
540
| – | – | 0.02% | 120 |
|
2022
Q1 | $68K | Buy |
+540
| New | +$68K | 0.02% | 126 |
|
2021
Q4 | – | Sell |
-540
| Closed | -$70K | – | 134 |
|
2021
Q3 | $70K | Buy |
540
+38
| +8% | +$4.93K | 0.02% | 113 |
|
2021
Q2 | $67K | Buy |
+502
| New | +$67K | 0.02% | 104 |
|
2021
Q1 | – | Sell |
-502
| Closed | -$57K | – | 256 |
|
2020
Q4 | $57K | Hold |
502
| – | – | 0.02% | 107 |
|
2020
Q3 | $44K | Buy |
+502
| New | +$44K | 0.02% | 115 |
|
2020
Q2 | – | Sell |
-502
| Closed | -$35K | – | 224 |
|
2020
Q1 | $35K | Hold |
502
| – | – | 0.02% | 130 |
|
2019
Q4 | $49K | Buy |
+502
| New | +$49K | 0.02% | 135 |
|