Northstar Wealth Partners’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
Q3 | $281K | Sell |
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|
2020
Q2 | $302K | Hold |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $425K | Sell |
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|
2019
Q3 | $399K | Buy |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $445K | Hold |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $263K | Sell |
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|
2018
Q2 | $341K | Buy |
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|
2018
Q1 | $310K | Buy |
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