Ranch Capital 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 |
-220
| Closed | -$24K | – | 344 |
|
|
2021
Q3 | $24K | Buy |
220
+16
| +8% | +$1.75K | 0.02% | 354 |
|
|
2021
Q2 | $23K | Hold |
204
| – | – | 0.01% | 460 |
|
|
2021
Q1 | $22K | Hold |
204
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $18K | Hold |
204
| – | – | 0.01% | 495 |
|
|
2020
Q3 | $14K | Hold |
204
| – | – | 0.01% | 555 |
|
|
2020
Q2 | $15K | Hold |
204
| – | – | 0.01% | 542 |
|
|
2020
Q1 | $11K | Buy |
+204
| New | +$11K | 0.01% | 572 |
|