Parisi Gray Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-576
| Closed | -$65K | – | 321 |
|
|
2021
Q2 | $65K | Buy |
+576
| New | +$65K | 0.02% | 273 |
|
|
2019
Q2 | – | Sell |
-720
| Closed | -$56K | – | 266 |
|
|
2019
Q1 | $56K | Hold |
720
| – | – | 0.04% | 208 |
|
|
2018
Q4 | $50K | Buy |
720
+702
| +3,900% | +$48.8K | 0.03% | 202 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 543 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 563 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 591 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 635 |
|