DWA
Dougherty Wealth Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,915
| Closed | -$191K | – | 163 |
|
|
2020
Q1 | $191K | Hold |
1,915
| – | – | 0.76% | 30 |
|
|
2019
Q4 | $308K | Hold |
1,915
| – | – | 0.94% | 25 |
|
|
2019
Q3 | $288K | Hold |
1,915
| – | – | 0.95% | 25 |
|
|
2019
Q2 | $285K | Hold |
1,915
| – | – | 0.81% | 29 |
|
|
2019
Q1 | $283K | Hold |
1,915
| – | – | 0.96% | 25 |
|
|
2018
Q4 | $284K | Buy |
+1,915
| New | +$284K | 0.94% | 27 |
|