Kelman-Lazarov Inc’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$225K | – | 85 |
|
|
2022
Q1 | $225K | Hold |
1,800
| – | – | 0.07% | 77 |
|
|
2021
Q4 | $250K | Hold |
1,800
| – | – | 0.08% | 76 |
|
|
2021
Q3 | $234K | Hold |
1,800
| – | – | 0.08% | 75 |
|
|
2021
Q2 | $239K | Hold |
1,800
| – | – | 0.08% | 74 |
|
|
2021
Q1 | $231K | Hold |
1,800
| – | – | 0.08% | 77 |
|
|
2020
Q4 | $206K | Buy |
+1,800
| New | +$206K | 0.08% | 82 |
|
|
2017
Q1 | – | Sell |
-1,800
| Closed | -$135K | – | 166 |
|
|
2016
Q4 | $135K | Hold |
1,800
| – | – | 0.08% | 124 |
|
|
2016
Q3 | $123K | Hold |
1,800
| – | – | 0.07% | 133 |
|
|
2016
Q2 | $116K | Hold |
1,800
| – | – | 0.07% | 137 |
|
|
2016
Q1 | $112K | Buy |
+1,800
| New | +$112K | 0.07% | 145 |
|