Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,693
| Closed | -$315K | – | 369 |
|
|
2024
Q3 | $315K | Hold |
2,693
| – | – | 0.03% | 210 |
|
|
2024
Q2 | $287K | Sell |
2,693
-9,080
| -77% | -$968K | 0.03% | 254 |
|
|
2024
Q1 | $1.3M | Buy |
11,773
+8,505
| +260% | +$940K | 0.14% | 91 |
|
|
2023
Q4 | $354K | Sell |
3,268
-3,534
| -52% | -$383K | 0.04% | 193 |
|
|
2023
Q3 | $642K | Sell |
6,802
-13,025
| -66% | -$1.23M | 0.09% | 121 |
|
|
2023
Q2 | $1.98M | Buy |
+19,827
| New | +$1.98M | 0.27% | 57 |
|
|
2019
Q3 | – | Sell |
-685
| Closed | -$54K | – | 797 |
|
|
2019
Q2 | $54K | Hold |
685
| – | – | 0.02% | 345 |
|
|
2019
Q1 | $53K | Hold |
685
| – | – | 0.02% | 329 |
|
|
2018
Q4 | $47K | Hold |
685
| – | – | 0.02% | 305 |
|
|
2018
Q3 | $60K | Hold |
685
| – | – | 0.02% | 301 |
|
|
2018
Q2 | $57K | Buy |
+685
| New | +$57K | 0.02% | 323 |
|
|
2017
Q3 | – | Sell |
-2,270
| Closed | -$159K | – | 1300 |
|
|
2017
Q2 | $159K | Hold |
2,270
| – | – | 0.07% | 192 |
|
|
2017
Q1 | $156K | Buy |
+2,270
| New | +$156K | 0.07% | 188 |
|