Lenox Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $184K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $137K | Buy |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $29K | Sell |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $42K | Sell |
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|
2019
Q1 | $42K | Sell |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $66K | Hold |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $60K | Buy |
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|
2017
Q1 | $32K | Hold |
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|
2016
Q4 | $32K | Sell |
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|
2016
Q3 | $45K | Hold |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $41K | Buy |
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|
2015
Q4 | $14K | Sell |
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|
2015
Q3 | $18K | Buy |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $29K | Hold |
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|
2013
Q3 | $26K | Buy |
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