Life Planning Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-491
| Closed | -$53.2K | – | 142 |
|
|
2023
Q4 | $53.2K | Buy |
+491
| New | +$53.2K | 0.05% | 102 |
|
|
2022
Q3 | $32.4K | Buy |
372
+50
| +16% | +$4.36K | 0.04% | 103 |
|
|
2022
Q2 | $29K | Sell |
322
-112
| -26% | -$10.1K | 0.03% | 107 |
|
|
2022
Q1 | $47K | Sell |
434
-11
| -2% | -$1.19K | 0.05% | 93 |
|
|
2021
Q4 | $50K | Buy |
+445
| New | +$50K | 0.05% | 90 |
|