Mirador Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,883
| Closed | -$493K | – | 151 |
|
|
2019
Q4 | $493K | Sell |
5,883
-796
| -12% | -$66.7K | 0.2% | 105 |
|
|
2019
Q3 | $520K | Buy |
6,679
+2,354
| +54% | +$183K | 0.23% | 102 |
|
|
2019
Q2 | $339K | Buy |
4,325
+125
| +3% | +$9.8K | 0.17% | 105 |
|
|
2019
Q1 | $324K | Hold |
4,200
| – | – | 0.18% | 103 |
|
|
2018
Q4 | $291K | Hold |
4,200
| – | – | 0.18% | 100 |
|
|
2018
Q3 | $366K | Hold |
4,200
| – | – | 0.18% | 106 |
|
|
2018
Q2 | $351K | Hold |
4,200
| – | – | 0.19% | 100 |
|
|
2018
Q1 | $327K | Hold |
4,200
| – | – | 0.23% | 90 |
|
|
2017
Q4 | $323K | Hold |
4,200
| – | – | 0.18% | 101 |
|
|
2017
Q3 | $316K | Hold |
4,200
| – | – | 0.19% | 100 |
|
|
2017
Q2 | $295K | Buy |
4,200
+400
| +11% | +$28.1K | 0.18% | 102 |
|
|
2017
Q1 | $263K | Buy |
+3,800
| New | +$263K | 0.19% | 111 |
|