CPWMP
Cardinal Point Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $241K | Hold |
2,576
| – | – | 0.07% | 72 |
|
|
2022
Q4 | $235K | Sell |
2,576
-120
| -4% | -$11K | 0.08% | 64 |
|
|
2022
Q3 | $229K | Hold |
2,696
| – | – | 0.11% | 47 |
|
|
2022
Q2 | $240K | Hold |
2,696
| – | – | 0.12% | 46 |
|
|
2022
Q1 | $276K | Hold |
2,696
| – | – | 0.12% | 42 |
|
|
2021
Q4 | $282K | Buy |
+2,696
| New | +$282K | 0.12% | 41 |
|