LFPWM
Leicht Financial Planning & Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,370
| Closed | -$381K | – | 60 |
|
|
2019
Q4 | $381K | Sell |
2,370
-1,488
| -39% | -$239K | 0.35% | 47 |
|
|
2019
Q3 | $579K | Sell |
3,858
-1,145
| -23% | -$172K | 0.55% | 35 |
|
|
2019
Q2 | $744K | Sell |
5,003
-737
| -13% | -$110K | 0.73% | 32 |
|
|
2019
Q1 | $847K | Sell |
5,740
-3,977
| -41% | -$587K | 0.87% | 27 |
|
|
2018
Q4 | $1.29M | Sell |
9,717
-4,917
| -34% | -$652K | 1.7% | 17 |
|
|
2018
Q3 | $2.44M | Sell |
14,634
-1,456
| -9% | -$243K | 2.9% | 10 |
|
|
2018
Q2 | $2.64M | Sell |
16,090
-402
| -2% | -$66K | 2.25% | 11 |
|
|
2018
Q1 | $2.43M | Sell |
16,492
-245
| -1% | -$36K | 2.1% | 11 |
|
|
2017
Q4 | $2.61M | Buy |
16,737
+1,401
| +9% | +$219K | 2.19% | 12 |
|
|
2017
Q3 | $2.28M | Sell |
15,336
-18,415
| -55% | -$2.74M | 1.9% | 13 |
|
|
2017
Q2 | $4.69M | Buy |
33,751
+9,866
| +41% | +$1.37M | 4.05% | 10 |
|
|
2017
Q1 | $3.22M | Buy |
23,885
+20,148
| +539% | +$2.71M | 2.92% | 11 |
|
|
2016
Q4 | $515K | Buy |
+3,737
| New | +$515K | 0.48% | 22 |
|