DPA
Delphi Private Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-401
| Closed | -$35K | – | 56 |
|
|
2018
Q3 | $35K | Sell |
401
-432
| -52% | -$37.7K | 0.12% | 34 |
|
|
2018
Q2 | $70K | Hold |
833
| – | – | 0.23% | 29 |
|
|
2018
Q1 | $64K | Sell |
833
-200
| -19% | -$15.4K | 0.25% | 29 |
|
|
2017
Q4 | $79K | Buy |
1,033
+73
| +8% | +$5.58K | 0.19% | 49 |
|
|
2017
Q3 | $71K | Hold |
960
| – | – | 0.21% | 22 |
|
|
2017
Q2 | $67K | Hold |
960
| – | – | 0.13% | 30 |
|
|
2017
Q1 | $66K | Buy |
960
+741
| +338% | +$50.9K | 0.12% | 27 |
|
|
2016
Q4 | $30K | Buy |
+219
| New | +$30K | 0.05% | 61 |
|