KPW
Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,196
| Closed | -$384K | – | 653 |
|
|
2020
Q2 | $384K | Hold |
3,196
| – | – | 0.08% | 153 |
|
|
2020
Q1 | $319K | Hold |
3,196
| – | – | 0.08% | 158 |
|
|
2019
Q4 | $514K | Hold |
3,196
| – | – | 0.1% | 135 |
|
|
2019
Q3 | $470K | Hold |
3,196
| – | – | 0.11% | 133 |
|
|
2019
Q2 | $475K | Buy |
3,196
+269
| +9% | +$40K | 0.11% | 132 |
|
|
2019
Q1 | $432K | Buy |
+2,927
| New | +$432K | 0.1% | 135 |
|