CPC
Consolidated Planning Corp’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,493
| Closed | -$208K | – | 205 |
|
|
2024
Q3 | $208K | Buy |
+1,493
| New | +$208K | 0.03% | 190 |
|
|
2024
Q1 | – | Sell |
-1,648
| Closed | -$206K | – | 189 |
|
|
2023
Q4 | $206K | Buy |
+1,648
| New | +$206K | 0.04% | 166 |
|
|
2022
Q2 | – | Sell |
-1,648
| Closed | -$206K | – | 120 |
|
|
2022
Q1 | $206K | Hold |
1,648
| – | – | 0.14% | 60 |
|
|
2021
Q4 | $229K | Hold |
1,648
| – | – | 0.15% | 60 |
|
|
2021
Q3 | $214K | Hold |
1,648
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $218K | Hold |
1,648
| – | – | 0.16% | 53 |
|
|
2021
Q1 | $211K | Buy |
+1,648
| New | +$211K | 0.13% | 55 |
|