Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $15K | Hold |
128
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $18K | Hold |
128
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $17K | Hold |
128
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $17K | Buy |
+128
| New | +$17K | ﹤0.01% | 391 |
|
|
2016
Q4 | – | Sell |
-796
| Closed | -$55K | – | 143 |
|
|
2016
Q3 | $55K | Hold |
796
| – | – | 0.02% | 79 |
|
|
2016
Q2 | $51K | Buy |
796
+2
| +0.3% | +$128 | 0.02% | 85 |
|
|
2016
Q1 | $49K | Buy |
794
+6
| +0.8% | +$370 | 0.01% | 90 |
|
|
2015
Q4 | $49K | Buy |
788
+2
| +0.3% | +$124 | 0.02% | 90 |
|
|
2015
Q3 | $47K | Buy |
786
+2
| +0.3% | +$120 | 0.02% | 89 |
|
|
2015
Q2 | $51K | Buy |
+784
| New | +$51K | 0.02% | 64 |
|