Hamilton Point Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$58.5K | – | 163 |
|
|
2024
Q3 | $58.5K | Hold |
500
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $53.3K | Hold |
500
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $55.3K | Hold |
500
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $54.1K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $47.4K | Sell |
500
-100
| -17% | -$9.48K | 0.01% | 125 |
|
|
2023
Q2 | $59.8K | Hold |
600
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $58K | Buy |
+600
| New | +$58K | 0.01% | 123 |
|