Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,565
| Closed | -$299K | – | 59 |
|
|
2019
Q4 | $299K | Sell |
3,565
-949
| -21% | -$79.6K | 0.27% | 52 |
|
|
2019
Q3 | $351K | Buy |
4,514
+87
| +2% | +$6.77K | 0.34% | 43 |
|
|
2019
Q2 | $347K | Buy |
4,427
+281
| +7% | +$22K | 0.34% | 44 |
|
|
2019
Q1 | $320K | Sell |
4,146
-1,812
| -30% | -$140K | 0.33% | 41 |
|
|
2018
Q4 | $412K | Sell |
5,958
-5,635
| -49% | -$390K | 0.54% | 32 |
|
|
2018
Q3 | $1.01M | Buy |
11,593
+625
| +6% | +$54.4K | 1.2% | 27 |
|
|
2018
Q2 | $926K | Sell |
10,968
-50
| -0.5% | -$4.22K | 0.79% | 17 |
|
|
2018
Q1 | $829K | Sell |
11,018
-794
| -7% | -$59.7K | 0.72% | 16 |
|
|
2017
Q4 | $922K | Sell |
11,812
-337
| -3% | -$26.3K | 0.77% | 18 |
|
|
2017
Q3 | $906K | Sell |
12,149
-23,086
| -66% | -$1.72M | 0.75% | 18 |
|
|
2017
Q2 | $2.45M | Buy |
35,235
+721
| +2% | +$50.2K | 2.11% | 16 |
|
|
2017
Q1 | $2.32M | Sell |
34,514
-32,938
| -49% | -$2.22M | 2.11% | 17 |
|
|
2016
Q4 | $2.29M | Buy |
+67,452
| New | +$2.29M | 2.12% | 13 |
|