CPCM
Cardinal Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,576
| Closed | -$266K | – | 76 |
|
|
2023
Q4 | $266K | Hold |
2,576
| – | – | 0.06% | 59 |
|
|
2023
Q3 | $231K | Hold |
2,576
| – | – | 0.06% | 62 |
|
|
2023
Q2 | $245K | Hold |
2,576
| – | – | 0.07% | 59 |
|
|
2023
Q1 | $241K | Hold |
2,576
| – | – | 0.07% | 72 |
|
|
2022
Q4 | $235K | Buy |
+2,576
| New | +$235K | 0.08% | 64 |
|