Lehman & Derafelo Financial Resources’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
Q4 | $1.64M | Buy |
17,304
+455
| +3% | +$43.1K | 0.49% | 30 |
|
|
2022
Q3 | $1.47M | Sell |
16,849
-100
| -0.6% | -$8.72K | 0.46% | 30 |
|
|
2022
Q2 | $1.57M | Buy |
16,949
+4
| +0% | +$370 | 0.48% | 30 |
|
|
2022
Q1 | $1.83M | Sell |
16,945
-248
| -1% | -$26.8K | 0.51% | 29 |
|
|
2021
Q4 | $1.97M | Sell |
17,193
-300
| -2% | -$34.4K | 0.6% | 27 |
|
|
2021
Q3 | $1.91M | Sell |
17,493
-1,000
| -5% | -$109K | 0.62% | 29 |
|
|
2021
Q2 | $2.09M | Buy |
18,493
+25
| +0.1% | +$2.82K | 0.57% | 31 |
|
|
2021
Q1 | $2M | Sell |
18,468
-1,836
| -9% | -$199K | 0.56% | 31 |
|
|
2020
Q4 | $1.87M | Buy |
20,304
+308
| +2% | +$28.3K | 0.56% | 32 |
|
|
2020
Q3 | $1.4M | Sell |
19,996
-2,195
| -10% | -$154K | 0.45% | 32 |
|
|
2020
Q2 | $1.52M | Sell |
22,191
-1,347
| -6% | -$92K | 0.53% | 32 |
|
|
2020
Q1 | $1.32M | Sell |
23,538
-2,259
| -9% | -$127K | 0.55% | 33 |
|
|
2019
Q4 | $2.16M | Hold |
25,797
| – | – | 0.78% | 28 |
|
|
2019
Q3 | $2.01M | Sell |
25,797
-200
| -0.8% | -$15.6K | 0.77% | 27 |
|
|
2019
Q2 | $2.05M | Sell |
25,997
-415
| -2% | -$32.7K | 0.83% | 26 |
|
|
2019
Q1 | $2.04M | Sell |
26,412
-430
| -2% | -$33.2K | 0.88% | 25 |
|
|
2018
Q4 | $1.86M | Buy |
+26,842
| New | +$1.86M | 0.93% | 24 |
|