Northstar 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
Q3 | $284K | Sell |
3,220
-790
| -20% | -$69.7K | 0.13% | 117 |
|
|
2020
Q2 | $340K | Sell |
4,010
-1,100
| -22% | -$93.3K | 0.14% | 131 |
|
|
2020
Q1 | $352K | Sell |
5,110
-392
| -7% | -$27K | 0.18% | 115 |
|
|
2019
Q4 | $531K | Sell |
5,502
-436
| -7% | -$42.1K | 0.22% | 109 |
|
|
2019
Q3 | $530K | Sell |
5,938
-1,378
| -19% | -$123K | 0.23% | 106 |
|
|
2019
Q2 | $668K | Buy |
7,316
+100
| +1% | +$9.13K | 0.3% | 93 |
|
|
2019
Q1 | $644K | Sell |
7,216
-340
| -4% | -$30.3K | 0.3% | 92 |
|
|
2018
Q4 | $610K | Hold |
7,556
| – | – | 0.32% | 89 |
|
|
2018
Q3 | $762K | Buy |
+7,556
| New | +$762K | 0.37% | 82 |
|
|
2018
Q1 | – | Sell |
-8,236
| Closed | -$709K | – | 191 |
|
|
2017
Q4 | $709K | Buy |
8,236
+250
| +3% | +$21.5K | 0.63% | 53 |
|
|
2017
Q3 | $662K | Sell |
7,986
-680
| -8% | -$56.4K | 0.65% | 56 |
|
|
2017
Q2 | $672K | Buy |
8,666
+110
| +1% | +$8.53K | 0.61% | 53 |
|
|
2017
Q1 | $636K | Buy |
+8,556
| New | +$636K | 0.59% | 54 |
|