LPWM
Lake Point Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $52K | Buy |
567
+9
| +2% | +$825 | 0.03% | 63 |
|
|
2022
Q1 | $60K | Hold |
558
| – | – | 0.03% | 61 |
|
|
2021
Q4 | $64K | Hold |
558
| – | – | 0.03% | 63 |
|
|
2021
Q3 | $61K | Sell |
558
-10
| -2% | -$1.09K | 0.03% | 56 |
|
|
2021
Q2 | $64K | Buy |
+568
| New | +$64K | 0.03% | 57 |
|
|
2020
Q1 | $1.13M | Buy |
20,083
+8,914
| +80% | +$500K | 0.99% | 13 |
|
|
2019
Q4 | $937K | Buy |
+11,169
| New | +$937K | 0.31% | 22 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $1K | Sell |
8
-28,048
| -100% | -$3.51M | ﹤0.01% | 609 |
|
|
2018
Q4 | $1.95M | Buy |
+28,056
| New | +$1.95M | 0.73% | 31 |
|