Cedar Brook Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $2.08M | Sell |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $964K | Buy |
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|
2020
Q2 | $852K | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $1.96M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $2.01M | Sell |
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|
2018
Q4 | $1.82M | Buy |
|