Clear Perspectives Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $35.2K | Sell |
364
-32
| -8% | -$3.09K | 0.02% | 85 |
|
|
2022
Q4 | $37.5K | Buy |
396
+18
| +5% | +$1.7K | 0.02% | 93 |
|
|
2022
Q3 | $33K | Sell |
378
-200
| -35% | -$17.5K | 0.02% | 99 |
|
|
2022
Q2 | $53K | Sell |
578
-25
| -4% | -$2.29K | 0.02% | 85 |
|
|
2022
Q1 | $65K | Sell |
603
-10
| -2% | -$1.08K | 0.02% | 85 |
|
|
2021
Q4 | $70K | Buy |
613
+370
| +152% | +$42.3K | 0.03% | 87 |
|
|
2021
Q3 | $27K | Hold |
243
| – | – | 0.01% | 125 |
|
|
2021
Q2 | $27K | Buy |
243
+43
| +22% | +$4.78K | 0.01% | 124 |
|
|
2021
Q1 | $22K | Hold |
200
| – | – | 0.01% | 126 |
|
|
2020
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 126 |
|