KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,848
| Closed | -$406K | – | 83 |
|
|
2021
Q2 | $406K | Sell |
3,848
-644
| -14% | -$67.9K | 0.16% | 93 |
|
|
2021
Q1 | $453K | Buy |
4,492
+34
| +0.8% | +$3.43K | 0.24% | 84 |
|
|
2020
Q4 | $362K | Buy |
4,458
+2,265
| +103% | +$184K | 0.21% | 88 |
|
|
2020
Q3 | $269K | Hold |
2,193
| – | – | 0.2% | 90 |
|
|
2020
Q2 | $264K | Hold |
2,193
| – | – | 0.24% | 80 |
|
|
2020
Q1 | $219K | Buy |
2,193
+432
| +25% | +$43.1K | 0.25% | 74 |
|
|
2019
Q4 | $283K | Buy |
+1,761
| New | +$283K | 0.24% | 80 |
|