KCPG
Kavar Capital Partners Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,085
| Closed | -$85K | – | 288 |
|
|
2019
Q2 | $85K | Buy |
+1,085
| New | +$85K | 0.03% | 174 |
|
|
2018
Q3 | – | Sell |
-1,736
| Closed | -$145K | – | 245 |
|
|
2018
Q2 | $145K | Sell |
1,736
-89
| -5% | -$7.43K | 0.07% | 123 |
|
|
2018
Q1 | $141K | Buy |
+1,825
| New | +$141K | 0.07% | 125 |
|
|
2014
Q3 | – | Sell |
-5,877
| Closed | -$659K | – | 128 |
|
|
2014
Q2 | $659K | Sell |
5,877
-2,383
| -29% | -$267K | 0.56% | 79 |
|
|
2014
Q1 | $909K | Sell |
8,260
-2,486
| -23% | -$274K | 0.75% | 55 |
|
|
2013
Q4 | $1.17M | Buy |
+10,746
| New | +$1.17M | 1.05% | 29 |
|