Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-900
| Closed | -$98K | – | 648 |
|
|
2021
Q1 | $98K | Hold |
900
| – | – | 0.03% | 115 |
|
|
2020
Q4 | $83K | Hold |
900
| – | – | 0.03% | 104 |
|
|
2020
Q3 | $63K | Hold |
900
| – | – | 0.03% | 115 |
|
|
2020
Q2 | $61K | Hold |
900
| – | – | 0.03% | 116 |
|
|
2020
Q1 | $50K | Sell |
900
-395
| -31% | -$21.9K | 0.03% | 121 |
|
|
2019
Q4 | $109K | Buy |
+1,295
| New | +$109K | 0.07% | 84 |
|