Gupta Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $65K | Buy |
1,144
+528
| +86% | +$30K | 0.02% | 397 |
|
2015
Q4 | $33K | Buy |
616
+126
| +26% | +$6.75K | 0.01% | 529 |
|
2015
Q3 | $26K | Sell |
490
-64
| -12% | -$3.4K | 0.01% | 624 |
|
2015
Q2 | $33K | Buy |
554
+194
| +54% | +$11.6K | 0.01% | 575 |
|
2015
Q1 | $21K | Buy |
+360
| New | +$21K | 0.01% | 588 |
|