CWM
Capital Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,740
| Closed | -$1.92M | – | 37 |
|
|
2019
Q1 | $1.92M | Buy |
10,740
+810
| +8% | +$145K | 1.92% | 17 |
|
|
2018
Q4 | $1.6M | Buy |
9,930
+905
| +10% | +$146K | 1.75% | 18 |
|
|
2018
Q3 | $1.82M | Sell |
9,025
-22
| -0.2% | -$4.44K | 1.59% | 20 |
|
|
2018
Q2 | $1.71M | Sell |
9,047
-94
| -1% | -$17.8K | 1.56% | 20 |
|
|
2018
Q1 | $1.59M | Sell |
9,141
-605
| -6% | -$105K | 1.49% | 20 |
|
|
2017
Q4 | $1.66M | Buy |
+9,746
| New | +$1.66M | 1.43% | 21 |
|