Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-358
| Closed | -$39.6K | – | 245 |
|
|
2024
Q1 | $39.6K | Sell |
358
-21
| -6% | -$2.32K | 0.01% | 145 |
|
|
2023
Q4 | $35.9K | Sell |
379
-3
| -0.8% | -$284 | 0.01% | 105 |
|
|
2023
Q3 | $36K | Buy |
382
+1
| +0.3% | +$94 | 0.01% | 136 |
|
|
2023
Q2 | $38K | Buy |
381
+2
| +0.5% | +$199 | 0.01% | 123 |
|
|
2023
Q1 | $36.7K | Hold |
379
| – | – | 0.01% | 129 |
|
|
2022
Q4 | $35.9K | Buy |
379
+250
| +194% | +$23.7K | 0.01% | 105 |
|
|
2022
Q3 | $11.2K | Hold |
129
| – | – | ﹤0.01% | 155 |
|
|
2022
Q2 | $11.9K | Buy |
+129
| New | +$11.9K | ﹤0.01% | 158 |
|