RMAM
Raab & Moskowitz Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-838
| Closed | -$70K | – | 315 |
|
|
2019
Q4 | $70K | Buy |
+838
| New | +$70K | 0.03% | 218 |
|
|
2019
Q1 | – | Sell |
-8,799
| Closed | -$609K | – | 169 |
|
|
2018
Q4 | $609K | Buy |
8,799
+7,961
| +950% | +$551K | 0.3% | 86 |
|
|
2018
Q3 | $73K | Sell |
838
-1,807
| -68% | -$157K | 0.03% | 230 |
|
|
2018
Q2 | $220K | Buy |
+2,645
| New | +$220K | 0.11% | 151 |
|
|
2015
Q1 | – | Sell |
-899
| Closed | -$103K | – | 243 |
|
|
2014
Q4 | $103K | Buy |
+899
| New | +$103K | 0.06% | 141 |
|