Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-826
| Closed | -$56K | – | 652 |
|
|
2020
Q2 | $56K | Hold |
826
| – | – | 0.01% | 433 |
|
|
2020
Q1 | $46K | Hold |
826
| – | – | 0.01% | 432 |
|
|
2019
Q4 | $69K | Buy |
+826
| New | +$69K | 0.01% | 438 |
|
|
2019
Q2 | – | Sell |
-798
| Closed | -$62K | – | 502 |
|
|
2019
Q1 | $62K | Sell |
798
-1,294
| -62% | -$101K | 0.01% | 351 |
|
|
2018
Q4 | $145K | Buy |
+2,092
| New | +$145K | 0.04% | 238 |
|