Landsberg Bennett & Dubbaneh’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $485K | Sell |
4,352
-355
| -8% | -$39.6K | 0.06% | 175 |
|
|
2021
Q2 | $530K | Buy |
4,707
+285
| +6% | +$32.1K | 0.07% | 168 |
|
|
2021
Q1 | $487K | Sell |
4,422
-80
| -2% | -$8.81K | 0.07% | 166 |
|
|
2020
Q4 | $414K | Buy |
4,502
+299
| +7% | +$27.5K | 0.06% | 171 |
|
|
2020
Q3 | $294K | Buy |
4,203
+376
| +10% | +$26.3K | 0.05% | 166 |
|
|
2020
Q2 | $258K | Buy |
+3,827
| New | +$258K | 0.05% | 173 |
|
|
2020
Q1 | – | Sell |
-3,659
| Closed | -$306K | – | 184 |
|
|
2019
Q4 | $306K | Buy |
3,659
+419
| +13% | +$35K | 0.07% | 204 |
|
|
2019
Q3 | $252K | Buy |
3,240
+35
| +1% | +$2.72K | 0.07% | 184 |
|
|
2019
Q2 | $251K | Buy |
3,205
+48
| +2% | +$3.76K | 0.07% | 202 |
|
|
2019
Q1 | $246K | Buy |
+3,157
| New | +$246K | 0.06% | 196 |
|