New Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $76K | Hold |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $76K | Buy |
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|
2017
Q4 | $25K | Sell |
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|
2017
Q3 | $73K | Buy |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $25K | Sell |
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|
2016
Q4 | $25K | Buy |
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