Laurel Wealth Advisors (California)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $942K | Buy |
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|
2022
Q2 | $835K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $697K | Sell |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $846K | Buy |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $435K | Buy |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $296K | Buy |
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