Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $691K | Buy |
+9,975
| New | +$691K | 0.53% | 37 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$35K | – | 172 |
|
|
2015
Q2 | $35K | Hold |
600
| – | – | 0.03% | 209 |
|
|
2015
Q1 | $35K | Hold |
600
| – | – | 0.03% | 214 |
|
|
2014
Q4 | $34K | Hold |
600
| – | – | 0.02% | 224 |
|
|
2014
Q3 | $31K | Buy |
+600
| New | +$31K | 0.02% | 231 |
|