Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-312
| Closed | -$29K | – | 213 |
|
|
2018
Q2 | $29K | Hold |
312
| – | – | 0.01% | 220 |
|
|
2018
Q1 | $27K | Buy |
+312
| New | +$27K | 0.01% | 219 |
|
|
2017
Q4 | – | Sell |
-308
| Closed | -$25K | – | 336 |
|
|
2017
Q3 | $25K | Hold |
308
| – | – | 0.01% | 200 |
|
|
2017
Q2 | $24K | Hold |
308
| – | – | 0.01% | 196 |
|
|
2017
Q1 | $24K | Hold |
308
| – | – | 0.01% | 212 |
|
|
2016
Q4 | $24K | Buy |
308
+2
| +0.7% | +$156 | 0.01% | 228 |
|
|
2016
Q3 | $20K | Buy |
+306
| New | +$20K | 0.01% | 234 |
|