Clear Perspectives Financial Planning’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
2023
Q1
$35.2K Sell
2022
Q4
$37.5K Buy
2022
Q3
$33K Sell
2022
Q2
$53K Sell
2022
Q1
$65K Sell
2021
Q4
$70K Buy
2021
Q3
$27K Hold
2021
Q2
$27K Buy
2021
Q1
$22K Hold
2020
Q4
$18K Buy