MA
Mezzasalma Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,204
| Closed | -$201K | – | 89 |
|
|
2022
Q4 | $201K | Buy |
+2,204
| New | +$201K | 0.18% | 80 |
|
|
2022
Q2 | – | Sell |
-2,224
| Closed | -$228K | – | 90 |
|
|
2022
Q1 | $228K | Hold |
2,224
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $232K | Sell |
2,224
-90
| -4% | -$9.39K | 0.12% | 89 |
|
|
2021
Q3 | $233K | Hold |
2,314
| – | – | 0.13% | 88 |
|
|
2021
Q2 | $244K | Sell |
2,314
-14
| -0.6% | -$1.48K | 0.13% | 87 |
|
|
2021
Q1 | $235K | Sell |
2,328
-324
| -12% | -$32.7K | 0.15% | 82 |
|
|
2020
Q4 | $216K | Buy |
+2,652
| New | +$216K | 0.14% | 87 |
|