Leicht Financial Planning & Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,788
| Closed | -$263K | – | 33 |
|
|
2020
Q1 | $263K | Sell |
3,788
-4,928
| -57% | -$342K | 0.25% | 47 |
|
|
2019
Q4 | $842K | Sell |
8,716
-3,376
| -28% | -$326K | 0.77% | 36 |
|
|
2019
Q3 | $1.08M | Sell |
12,092
-1,342
| -10% | -$120K | 1.03% | 27 |
|
|
2019
Q2 | $1.23M | Sell |
13,434
-1,230
| -8% | -$112K | 1.2% | 24 |
|
|
2019
Q1 | $1.31M | Sell |
14,664
-6,314
| -30% | -$563K | 1.35% | 21 |
|
|
2018
Q4 | $1.69M | Sell |
20,978
-12,414
| -37% | -$998K | 2.23% | 15 |
|
|
2018
Q3 | $3.36M | Sell |
33,392
-3,070
| -8% | -$309K | 3.99% | 7 |
|
|
2018
Q2 | $3.5M | Sell |
36,462
-522
| -1% | -$50.1K | 2.98% | 8 |
|
|
2018
Q1 | $3.15M | Sell |
36,984
-1,372
| -4% | -$117K | 2.72% | 6 |
|
|
2017
Q4 | $3.31M | Sell |
38,356
-1,154
| -3% | -$99.4K | 2.77% | 10 |
|
|
2017
Q3 | $3.27M | Sell |
39,510
-44,222
| -53% | -$3.66M | 2.72% | 11 |
|
|
2017
Q2 | $6.51M | Sell |
83,732
-15,600
| -16% | -$1.21M | 5.61% | 6 |
|
|
2017
Q1 | $7.38M | Sell |
99,332
-32,458
| -25% | -$2.41M | 6.71% | 5 |
|
|
2016
Q4 | $9.79M | Buy |
+131,790
| New | +$9.79M | 9.05% | 5 |
|