Lake Point Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 471 |
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 445 |
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 460 |
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 428 |
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 426 |
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 316 |
|
2019
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 562 |
|
2019
Q2 | $10K | Hold |
108
| – | – | ﹤0.01% | 327 |
|
2019
Q1 | $10K | Sell |
108
-4,690
| -98% | -$434K | ﹤0.01% | 327 |
|
2018
Q4 | $387K | Buy |
+4,798
| New | +$387K | 0.14% | 98 |
|