Leelyn Smith’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-274
| Closed | -$25.9K | – | 260 |
|
2022
Q4 | $25.9K | Buy |
274
+174
| +174% | +$16.5K | 0.01% | 226 |
|
2022
Q3 | $9K | Sell |
100
-74
| -43% | -$6.66K | ﹤0.01% | 300 |
|
2022
Q2 | $16K | Hold |
174
| – | – | ﹤0.01% | 263 |
|
2022
Q1 | $19K | Sell |
174
-12
| -6% | -$1.31K | 0.01% | 246 |
|
2021
Q4 | $21K | Buy |
186
+12
| +7% | +$1.36K | 0.01% | 244 |
|
2021
Q3 | $19K | Sell |
174
-4
| -2% | -$437 | 0.01% | 237 |
|
2021
Q2 | $20K | Hold |
178
| – | – | 0.01% | 234 |
|
2021
Q1 | $19K | Buy |
178
+4
| +2% | +$427 | 0.01% | 249 |
|
2020
Q4 | $16K | Buy |
+174
| New | +$16K | 0.01% | 244 |
|
2020
Q1 | – | Sell |
-889
| Closed | -$75 | – | 337 |
|
2019
Q4 | $75 | Buy |
+889
| New | +$75 | 0.04% | 171 |
|