Horizon Financial Services’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
Q1 | – | Sell |
-1,200
| Closed | -$137K | – | 83 |
|
|
2021
Q4 | $137K | Hold |
1,200
| – | – | 0.08% | 60 |
|
|
2021
Q3 | $131K | Hold |
1,200
| – | – | 0.09% | 67 |
|
|
2021
Q2 | $136K | Sell |
1,200
-31
| -3% | -$3.51K | 0.1% | 62 |
|
|
2021
Q1 | $134K | Buy |
1,231
+31
| +3% | +$3.37K | 0.12% | 24 |
|
|
2020
Q4 | $110K | Hold |
1,200
| – | – | 0.1% | 25 |
|
|
2020
Q3 | $84K | Buy |
+1,200
| New | +$84K | 0.08% | 28 |
|