Keystone Financial Services (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,192
| Closed | -$2.51M | – | 81 |
|
|
2022
Q4 | $2.51M | Buy |
24,192
+49
| +0.2% | +$5.08K | 1.35% | 13 |
|
|
2022
Q3 | $2.32M | Sell |
24,143
-11,821
| -33% | -$1.13M | 1.35% | 14 |
|
|
2022
Q2 | $3.63M | Sell |
35,964
-9,531
| -21% | -$963K | 1.98% | 9 |
|
|
2022
Q1 | $4.38M | Sell |
45,495
-10,323
| -18% | -$993K | 2.52% | 9 |
|
|
2021
Q4 | $6.39M | Buy |
+55,818
| New | +$6.39M | 3.28% | 8 |
|