Phoenix Wealth 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
2021
Q4
Sell
-134
Closed -$15K 232
2021
Q3
$15K Hold
134
0.01% 282
2021
Q2
$15K Hold
134
0.01% 274
2021
Q1
$15K Hold
134
0.01% 274
2020
Q4
$12K Buy
+134
New +$12K 0.01% 290