Leeward Financial Partners’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
Q4 | – | Sell |
-3,000
| Closed | -$283K | – | 91 |
|
|
2023
Q3 | $283K | Hold |
3,000
| – | – | 0.16% | 67 |
|
|
2023
Q2 | $299K | Buy |
3,000
+150
| +5% | +$14.9K | 0.17% | 68 |
|
|
2023
Q1 | $276K | Hold |
2,850
| – | – | 0.17% | 64 |
|
|
2022
Q4 | $270K | Hold |
2,850
| – | – | 0.19% | 60 |
|
|
2022
Q3 | $248K | Hold |
2,850
| – | – | 0.18% | 59 |
|
|
2022
Q2 | $263K | Hold |
2,850
| – | – | 0.18% | 61 |
|
|
2022
Q1 | $307K | Buy |
+2,850
| New | +$307K | 0.19% | 58 |
|