LWM
LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $70K | Hold |
504
| – | – | 0.04% | 175 |
|
|
2016
Q4 | $71K | Hold |
504
| – | – | 0.04% | 167 |
|
|
2016
Q3 | $63K | Buy |
504
+101
| +25% | +$12.6K | 0.04% | 182 |
|
|
2016
Q2 | $47K | Sell |
403
-100
| -20% | -$11.7K | 0.03% | 199 |
|
|
2016
Q1 | $57K | Sell |
503
-590
| -54% | -$66.9K | 0.03% | 187 |
|
|
2015
Q4 | $118K | Buy |
1,093
+962
| +734% | +$104K | 0.07% | 148 |
|
|
2015
Q3 | $14K | Sell |
131
-121
| -48% | -$12.9K | 0.01% | 246 |
|
|
2015
Q2 | $30K | Hold |
252
| – | – | 0.02% | 194 |
|
|
2015
Q1 | $30K | Hold |
252
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $30K | Hold |
252
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $27K | Buy |
252
+121
| +92% | +$13K | 0.02% | 202 |
|
|
2014
Q2 | $15K | Hold |
131
| – | – | 0.01% | 191 |
|
|
2014
Q1 | $15K | Hold |
131
| – | – | 0.01% | 190 |
|
|
2013
Q4 | $15K | Buy |
+131
| New | +$15K | 0.01% | 190 |
|