Gary Goldberg Planning Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$38K Sell
2014
Q3
$35K Sell
2014
Q2
$39K Sell
2014
Q1
$40K Hold
2013
Q4
$39K Hold
2013
Q3
$36K Hold
2013
Q2
$33K Buy