Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-127
| Closed | -$11.6K | – | 1578 |
|
|
2022
Q4 | $11.6K | Buy |
+127
| New | +$11.6K | ﹤0.01% | 781 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1209 |
|
|
2020
Q4 | $1K | Sell |
11
-11
| -50% | -$1K | ﹤0.01% | 1050 |
|
|
2020
Q3 | $1K | Sell |
22
-116
| -84% | -$5.27K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $8K | Buy |
138
+116
| +527% | +$6.73K | ﹤0.01% | 677 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 928 |
|
|
2018
Q2 | – | Sell |
-152
| Closed | -$11K | – | 1059 |
|
|
2018
Q1 | $11K | Sell |
152
-8
| -5% | -$579 | ﹤0.01% | 606 |
|
|
2017
Q4 | $12K | Buy |
+160
| New | +$12K | ﹤0.01% | 561 |
|