GGM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,990
| Closed | -$327K | – | 142 |
|
|
2022
Q3 | $327K | Hold |
2,990
| – | – | 0.18% | 97 |
|
|
2022
Q2 | $316K | Sell |
2,990
-560
| -16% | -$59.2K | 0.18% | 98 |
|
|
2022
Q1 | $434K | Hold |
3,550
| – | – | 0.22% | 83 |
|
|
2021
Q4 | $476K | Hold |
3,550
| – | – | 0.38% | 54 |
|
|
2021
Q3 | $480K | Hold |
3,550
| – | – | 0.38% | 49 |
|
|
2021
Q2 | $447K | Hold |
3,550
| – | – | 0.38% | 49 |
|
|
2021
Q1 | $463K | Hold |
3,550
| – | – | 0.37% | 47 |
|
|
2020
Q4 | $434K | Buy |
+3,550
| New | +$434K | 0.43% | 42 |
|