MPA
Marvin & Palmer Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-32,655
| Closed | -$3.82M | – | 37 |
|
2024
Q3 | $3.82M | Buy |
+32,655
| New | +$3.82M | 3.2% | 11 |
|
2018
Q4 | – | Sell |
-100,566
| Closed | -$8.77M | – | 29 |
|
2018
Q3 | $8.77M | Buy |
100,566
+15,836
| +19% | +$1.38M | 6.65% | 2 |
|
2018
Q2 | $7.07M | Buy |
+84,730
| New | +$7.07M | 6.96% | 1 |
|