Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $211K | Sell |
2,425
-92
| -4% | -$8.01K | 0.35% | 68 |
|
|
2022
Q2 | $233K | Buy |
2,517
+10
| +0.4% | +$926 | 0.33% | 75 |
|
|
2022
Q1 | $270K | Buy |
+2,507
| New | +$270K | 0.32% | 63 |
|
|
2020
Q4 | – | Sell |
-35,432
| Closed | -$2.49M | – | 87 |
|
|
2020
Q3 | $2.49M | Sell |
35,432
-1,799
| -5% | -$126K | 2.84% | 9 |
|
|
2020
Q2 | $2.54M | Buy |
37,231
+963
| +3% | +$65.8K | 3.03% | 8 |
|
|
2020
Q1 | $2.04M | Buy |
36,268
+10,405
| +40% | +$584K | 3.26% | 6 |
|
|
2019
Q4 | $2.17M | Buy |
+25,863
| New | +$2.17M | 2.46% | 10 |
|