Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $305K | Sell |
3,902
-783
| -17% | -$61.2K | 0.03% | 98 |
|
|
2019
Q1 | $361K | Hold |
4,685
| – | – | 0.04% | 78 |
|
|
2018
Q4 | $325K | Sell |
4,685
-420
| -8% | -$29.1K | 0.03% | 180 |
|
|
2018
Q3 | $445K | Buy |
+5,105
| New | +$445K | 0.03% | 145 |
|
|
2018
Q1 | – | Sell |
-3,260
| Closed | -$250K | – | 209 |
|
|
2017
Q4 | $250K | Buy |
3,260
+420
| +15% | +$32.2K | 0.02% | 281 |
|
|
2017
Q3 | $211K | Buy |
+2,840
| New | +$211K | 0.02% | 109 |
|