Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $449K | Sell |
4,108
-36
| -0.9% | -$3.94K | 0.25% | 66 |
|
|
2021
Q2 | $468K | Hold |
4,144
| – | – | 0.26% | 66 |
|
|
2021
Q1 | $450K | Sell |
4,144
-636
| -13% | -$69.1K | 0.27% | 66 |
|
|
2020
Q4 | $439K | Sell |
4,780
-19
| -0.4% | -$1.75K | 0.29% | 63 |
|
|
2020
Q3 | $337K | Buy |
4,799
+37
| +0.8% | +$2.6K | 0.26% | 71 |
|
|
2020
Q2 | $325K | Buy |
4,762
+353
| +8% | +$24.1K | 0.27% | 65 |
|
|
2020
Q1 | $247K | Buy |
4,409
+759
| +21% | +$42.5K | 0.25% | 67 |
|
|
2019
Q4 | $306K | Buy |
3,650
+7
| +0.2% | +$587 | 0.23% | 62 |
|
|
2019
Q3 | $284K | Hold |
3,643
| – | – | 0.23% | 64 |
|
|
2019
Q2 | $285K | Sell |
3,643
-27
| -0.7% | -$2.11K | 0.23% | 62 |
|
|
2019
Q1 | $283K | Sell |
3,670
-267
| -7% | -$20.6K | 0.25% | 56 |
|
|
2018
Q4 | $273K | Sell |
3,937
-55
| -1% | -$3.81K | 0.32% | 42 |
|
|
2018
Q3 | $348K | Sell |
3,992
-175
| -4% | -$15.3K | 0.35% | 41 |
|
|
2018
Q2 | $348K | Sell |
4,167
-267
| -6% | -$22.3K | 0.32% | 50 |
|
|
2018
Q1 | $341K | Buy |
4,434
+204
| +5% | +$15.7K | 0.32% | 44 |
|
|
2017
Q4 | $325K | Buy |
+4,230
| New | +$325K | 0.31% | 46 |
|