Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-115
| Closed | -$8K | – | 525 |
|
|
2020
Q2 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 489 |
|
|
2019
Q1 | – | Sell |
-320
| Closed | -$22K | – | 568 |
|
|
2018
Q4 | $22K | Hold |
320
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $28K | Hold |
320
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $27K | Hold |
320
| – | – | 0.01% | 313 |
|
|
2018
Q1 | $25K | Hold |
320
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $24K | Hold |
320
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $24K | Hold |
320
| – | – | 0.01% | 290 |
|
|
2017
Q2 | $22K | Hold |
320
| – | – | 0.01% | 288 |
|
|
2017
Q1 | $22K | Hold |
320
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $22K | Hold |
320
| – | – | 0.01% | 265 |
|
|
2016
Q3 | $20K | Buy |
+320
| New | +$20K | 0.01% | 270 |
|