QP 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
Q2 | – | Sell |
-2,400
| Closed | -$260K | – | 73 |
|
|
2021
Q1 | $260K | Sell |
2,400
-200
| -8% | -$21.7K | 0.28% | 52 |
|
|
2020
Q4 | $239K | Buy |
+2,600
| New | +$239K | 0.26% | 57 |
|
|
2020
Q2 | – | Sell |
-5,849
| Closed | -$339K | – | 63 |
|
|
2020
Q1 | $339K | Buy |
5,849
+9
| +0.2% | +$522 | 0.49% | 41 |
|
|
2019
Q4 | $481K | Buy |
+5,840
| New | +$481K | 0.59% | 49 |
|