PIA
Petredis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,043
| Closed | -$239K | – | 102 |
|
|
2024
Q3 | $239K | Buy |
2,043
+23
| +1% | +$2.69K | 0.03% | 102 |
|
|
2024
Q2 | $215K | Hold |
2,020
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $223K | Hold |
2,020
| – | – | 0.03% | 99 |
|
|
2023
Q4 | $219K | Buy |
+2,020
| New | +$219K | 0.03% | 97 |
|
|
2023
Q3 | – | Sell |
-2,020
| Closed | -$201K | – | 95 |
|
|
2023
Q2 | $201K | Sell |
2,020
-604
| -23% | -$60.2K | 0.03% | 97 |
|
|
2023
Q1 | $254K | Hold |
2,624
| – | – | 0.04% | 93 |
|
|
2022
Q4 | $248K | Buy |
+2,624
| New | +$248K | 0.05% | 92 |
|