MYCIO Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,304
| Closed | -$126K | – | 206 |
|
2019
Q4 | $126K | Buy |
1,304
+4
| +0.3% | +$387 | 0.01% | 344 |
|
2019
Q3 | $116K | Hold |
1,300
| – | – | 0.01% | 316 |
|
2019
Q2 | $119K | Buy |
+1,300
| New | +$119K | 0.01% | 305 |
|
2016
Q4 | – | Sell |
-490
| Closed | -$34K | – | 429 |
|
2016
Q3 | $34K | Hold |
490
| – | – | 0.01% | 404 |
|
2016
Q2 | $31K | Buy |
490
+152
| +45% | +$9.62K | 0.01% | 400 |
|
2016
Q1 | $21K | Buy |
338
+2
| +0.6% | +$124 | ﹤0.01% | 426 |
|
2015
Q4 | $21K | Buy |
336
+2
| +0.6% | +$125 | ﹤0.01% | 413 |
|
2015
Q3 | $20K | Hold |
334
| – | – | ﹤0.01% | 445 |
|
2015
Q2 | $22K | Sell |
334
-32
| -9% | -$2.11K | ﹤0.01% | 422 |
|
2015
Q1 | $24K | Buy |
366
+2
| +0.5% | +$131 | ﹤0.01% | 378 |
|
2014
Q4 | $22K | Hold |
364
| – | – | ﹤0.01% | 378 |
|
2014
Q3 | $20K | Buy |
364
+2
| +0.6% | +$110 | ﹤0.01% | 371 |
|
2014
Q2 | $22K | Sell |
362
-18
| -5% | -$1.09K | 0.01% | 375 |
|
2014
Q1 | $23K | Hold |
380
| – | – | 0.01% | 363 |
|
2013
Q4 | $23K | Buy |
380
+2
| +0.5% | +$121 | 0.01% | 346 |
|
2013
Q3 | $21K | Hold |
378
| – | – | 0.01% | 326 |
|
2013
Q2 | $18K | Buy |
+378
| New | +$18K | 0.01% | 344 |
|