Keystone Wealth Partners’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 | $10.3M | Buy |
95,332
+8,114
| +9% | +$875K | 4.8% | 9 |
|
|
2021
Q4 | $9.99M | Buy |
87,218
+5,770
| +7% | +$661K | 4.41% | 10 |
|
|
2021
Q3 | $8.89M | Buy |
81,448
+6,340
| +8% | +$692K | 4.9% | 9 |
|
|
2021
Q2 | $8.49M | Buy |
75,108
+8,511
| +13% | +$962K | 5.06% | 9 |
|
|
2021
Q1 | $7.23M | Sell |
66,597
-1,694
| -2% | -$184K | 4.86% | 9 |
|
|
2020
Q4 | $6.28M | Buy |
+68,291
| New | +$6.28M | 4.98% | 9 |
|