Lenox Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $82K | Sell |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $79K | Hold |
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|
2017
Q3 | $76K | Hold |
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|
2017
Q2 | $72K | Hold |
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|
2017
Q1 | $71K | Hold |
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|
2016
Q4 | $72K | Sell |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $107K | Sell |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $103K | Buy |
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