Clear Perspective Advisors’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
2021
Q4
$3.77M Buy
2021
Q3
$3.57M Sell
2021
Q2
$4.48M Buy
2021
Q1
$4.11M Buy
2020
Q4
$3.27M Buy
2020
Q3
$879 Sell
2020
Q2
$2.19M Buy
2020
Q1
$1.77M Sell
2019
Q4
$2.87M Buy
2019
Q3
$2.56M Sell
2019
Q2
$2.67M Sell
2019
Q1
$2.73M Sell
2018
Q4
$2.55M Buy
2018
Q3
$3.06M Buy
2018
Q2
$2.47M Buy
2018
Q1
$475K Buy
2017
Q4
$441K Buy
2017
Q3
$409K Buy
2017
Q2
$302K Buy
2017
Q1
$166K Hold
2016
Q4
$165K Buy