GWA
GGM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,230
| Closed | -$203K | – | 141 |
|
|
2022
Q3 | $203K | Buy |
+2,230
| New | +$203K | 0.11% | 129 |
|
|
2022
Q2 | – | Sell |
-2,245
| Closed | -$230K | – | 139 |
|
|
2022
Q1 | $230K | Hold |
2,245
| – | – | 0.12% | 128 |
|
|
2021
Q4 | $237K | Sell |
2,245
-50
| -2% | -$5.28K | 0.19% | 86 |
|
|
2021
Q3 | $243K | Sell |
2,295
-26,127
| -92% | -$2.77M | 0.19% | 83 |
|
|
2021
Q2 | $2.81M | Sell |
28,422
-1,407
| -5% | -$139K | 2.38% | 10 |
|
|
2021
Q1 | $3.06M | Buy |
+29,829
| New | +$3.06M | 2.44% | 11 |
|