Cutter & Co Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,392
| Closed | -$653K | – | 276 |
|
|
2019
Q3 | $653K | Sell |
8,392
-64
| -0.8% | -$4.98K | 0.21% | 111 |
|
|
2019
Q2 | $662K | Hold |
8,456
| – | – | 0.21% | 114 |
|
|
2019
Q1 | $652K | Hold |
8,456
| – | – | 0.19% | 119 |
|
|
2018
Q4 | $586K | Buy |
8,456
+5,844
| +224% | +$405K | 0.22% | 107 |
|
|
2018
Q3 | $228K | Buy |
+2,612
| New | +$228K | 0.08% | 236 |
|