Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $285K | Buy |
|
|||||
|
2020
Q3 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $622K | Sell |
|
|||||
|
2019
Q3 | $651K | Buy |
|
|||||
|
2019
Q2 | $390K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $131K | Hold |
|
|||||
|
2018
Q1 | $121K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $116K | Hold |
|
|||||
|
2017
Q2 | $110K | Hold |
|
|||||
|
2017
Q1 | $109K | Hold |
|
|||||
|
2016
Q4 | $109K | Hold |
|
|||||
|
2016
Q3 | $97K | Buy |
|
|||||
|
2016
Q2 | $21K | Hold |
|
|||||
|
2016
Q1 | $20K | Hold |
|
|||||
|
2015
Q4 | $20K | Buy |
|