HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $18K | Buy |
193
+140
| +264% | +$13.1K | 0.01% | 193 |
|
|
2022
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 264 |
|
|
2021
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 275 |
|
|
2021
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 284 |
|
|
2020
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 300 |
|
|
2020
Q3 | $4K | Sell |
53
-1,388
| -96% | -$105K | ﹤0.01% | 323 |
|
|
2020
Q2 | $98K | Hold |
1,441
| – | – | 0.08% | 83 |
|
|
2020
Q1 | $81K | Buy |
+1,441
| New | +$81K | 0.07% | 89 |
|