EWM
Elite Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-184
| Closed | -$20K | – | 251 |
|
2014
Q3 | $20K | Hold |
184
| – | – | 0.02% | 168 |
|
2014
Q2 | $21K | Hold |
184
| – | – | 0.02% | 171 |
|
2014
Q1 | $21K | Hold |
184
| – | – | 0.02% | 186 |
|
2013
Q4 | $20K | Hold |
184
| – | – | 0.01% | 261 |
|
2013
Q3 | $19K | Buy |
+184
| New | +$19K | 0.02% | 247 |
|