Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $239K | Hold |
|
|||||
|
2023
Q1 | $232K | Hold |
|
|||||
|
2022
Q4 | $227K | Sell |
|
|||||
|
2022
Q3 | $212K | Sell |
|
|||||
|
2022
Q2 | $232K | Sell |
|
|||||
|
2022
Q1 | $299K | Sell |
|
|||||
|
2021
Q4 | $333K | Sell |
|
|||||
|
2021
Q3 | $380K | Sell |
|
|||||
|
2021
Q2 | $398K | Sell |
|
|||||
|
2021
Q1 | $463K | Sell |
|
|||||
|
2020
Q4 | $582K | Buy |
|