GJIA
CSML

Glass Jacobson Investment Advisors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$7.46K – 784
2024
Q1 		$7.46K Hold
200
– – ﹤0.01% 582
2023
Q4 		$7.21K Hold
200
– – ﹤0.01% 554
2023
Q3 		$6.22K Hold
200
– – ﹤0.01% 541
2023
Q2 		$6.49K Buy
+200
New +$6.25K ﹤0.01% 552
2022
Q4 		$6.38K Buy
+200
New +$6.41K ﹤0.01% 565

Glass Jacobson Investment Advisors's CSML Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2024, closing a stake of 200 shares — an estimated $7.46K sold.

Glass Jacobson Investment Advisors first reported a position in CSML in Q4 2022 and held it in 5 quarters. The position peaked at $7.46K in Q1 2024. 0 funds tracked by Wall St. Rank hold CSML as of Q2 2024.

  • Glass Jacobson Investment Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 200 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2024, an estimated $7.46K.
  • Glass Jacobson Investment Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2022 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $7.46K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.