Coe Capital Management’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
Q2 | $359K | Hold |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $478K | Sell |
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|
2018
Q2 | $481K | Sell |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $607K | Buy |
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|
2017
Q3 | $554K | Buy |
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|
2017
Q2 | $478K | Buy |
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|
2017
Q1 | $393K | Hold |
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|
2016
Q4 | $391K | Hold |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $314K | Buy |
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|
2016
Q1 | $303K | Hold |
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|
2015
Q4 | $296K | Hold |
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|
2015
Q3 | $287K | Sell |
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|
2015
Q2 | $321K | Buy |
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|
2015
Q1 | $217K | Buy |
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