OBWG
Onyx Bridge Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,539
| Closed | -$525K | – | 168 |
|
|
2021
Q4 | $525K | Sell |
4,539
-50
| -1% | -$5.78K | 0.18% | 72 |
|
|
2021
Q3 | $515K | Buy |
4,589
+83
| +2% | +$9.32K | 0.19% | 65 |
|
|
2021
Q2 | $481K | Buy |
4,506
+228
| +5% | +$24.3K | 0.21% | 52 |
|
|
2021
Q1 | $464K | Buy |
+4,278
| New | +$464K | 0.23% | 50 |
|