CWS
Cypress Wealth Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,749
| Closed | -$1.49M | – | 234 |
|
|
2022
Q2 | $1.49M | Buy |
+16,749
| New | +$1.49M | 0.48% | 55 |
|
|
2021
Q2 | – | Sell |
-3,156
| Closed | -$318K | – | 284 |
|
|
2021
Q1 | $318K | Hold |
3,156
| – | – | 0.07% | 208 |
|
|
2020
Q4 | $257K | Buy |
+3,156
| New | +$257K | 0.06% | 227 |
|