Mirador Capital Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,100
| Closed | -$249K | – | 152 |
|
|
2019
Q4 | $249K | Hold |
3,100
| – | – | 0.1% | 155 |
|
|
2019
Q3 | $233K | Hold |
3,100
| – | – | 0.1% | 155 |
|
|
2019
Q2 | $230K | Hold |
3,100
| – | – | 0.11% | 143 |
|
|
2019
Q1 | $229K | Sell |
3,100
-180
| -5% | -$13.3K | 0.12% | 131 |
|
|
2018
Q4 | $216K | Hold |
3,280
| – | – | 0.13% | 126 |
|
|
2018
Q3 | $274K | Buy |
3,280
+180
| +6% | +$15K | 0.13% | 126 |
|
|
2018
Q2 | $253K | Sell |
3,100
-180
| -5% | -$14.7K | 0.14% | 118 |
|
|
2018
Q1 | $252K | Hold |
3,280
| – | – | 0.18% | 103 |
|
|
2017
Q4 | $252K | Hold |
3,280
| – | – | 0.14% | 123 |
|
|
2017
Q3 | $247K | Hold |
3,280
| – | – | 0.14% | 118 |
|
|
2017
Q2 | $229K | Buy |
3,280
+400
| +14% | +$27.9K | 0.14% | 126 |
|
|
2017
Q1 | $200K | Buy |
+2,880
| New | +$200K | 0.15% | 129 |
|