New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $2.03M | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $4.89M | Sell |
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|
2019
Q3 | $4.92M | Buy |
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|
2019
Q2 | $4.7M | Sell |
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|
2019
Q1 | $4.64M | Buy |
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|
2018
Q4 | $4.07M | Sell |
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|
2018
Q3 | $5.34M | Buy |
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|
2018
Q2 | $5.04M | Buy |
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|
2018
Q1 | $3.87M | Sell |
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|
2017
Q4 | $3.87M | Buy |
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