OA
Outfitter Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.52M | Hold |
18,220
| – | – | 0.69% | 46 |
|
|
2018
Q1 | $1.4M | Hold |
18,220
| – | – | 0.64% | 50 |
|
|
2017
Q4 | $1.4M | Buy |
18,220
+50
| +0.3% | +$3.84K | 0.47% | 69 |
|
|
2017
Q3 | $1.35M | Hold |
18,170
| – | – | 0.48% | 67 |
|
|
2017
Q2 | $1.27M | Sell |
18,170
-1,100
| -6% | -$77.1K | 0.48% | 66 |
|
|
2017
Q1 | $1.33M | Buy |
19,270
+9,950
| +107% | +$688K | 0.5% | 66 |
|
|
2016
Q4 | $1.28M | Buy |
9,320
+550
| +6% | +$75.7K | 0.51% | 68 |
|
|
2016
Q3 | $1.09M | Hold |
8,770
| – | – | 0.44% | 71 |
|
|
2016
Q2 | $1.02M | Hold |
8,770
| – | – | 0.44% | 66 |
|
|
2016
Q1 | $987K | Hold |
8,770
| – | – | 0.39% | 65 |
|
|
2015
Q4 | $966K | Hold |
8,770
| – | – | 0.39% | 69 |
|
|
2015
Q3 | $935K | Hold |
8,770
| – | – | 0.4% | 69 |
|
|
2015
Q2 | $1.03M | Sell |
8,770
-150
| -2% | -$17.7K | 0.4% | 71 |
|
|
2015
Q1 | $1.05M | Hold |
8,920
| – | – | 0.4% | 72 |
|
|
2014
Q4 | $1.02M | Sell |
8,920
-100
| -1% | -$11.4K | 0.39% | 76 |
|
|
2014
Q3 | $941K | Sell |
9,020
-60
| -0.7% | -$6.26K | 0.37% | 80 |
|
|
2014
Q2 | $1.02M | Sell |
9,080
-150
| -2% | -$16.8K | 0.39% | 75 |
|
|
2014
Q1 | $1.02M | Sell |
9,230
-650
| -7% | -$71.6K | 0.4% | 73 |
|
|
2013
Q4 | $1.08M | Buy |
9,880
+1,300
| +15% | +$142K | 0.43% | 73 |
|
|
2013
Q3 | $856K | Buy |
8,580
+150
| +2% | +$15K | 0.36% | 76 |
|
|
2013
Q2 | $761K | Buy |
+8,430
| New | +$761K | 0.35% | 76 |
|