SWM
Selective Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-352
| Closed | -$29K | – | 409 |
|
|
2022
Q3 | $29K | Buy |
352
+158
| +81% | +$13K | 0.01% | 373 |
|
|
2022
Q2 | $17K | Hold |
194
| – | – | 0.01% | 491 |
|
|
2022
Q1 | $20K | Hold |
194
| – | – | 0.01% | 448 |
|
|
2021
Q4 | $20K | Hold |
194
| – | – | 0.01% | 408 |
|
|
2021
Q3 | $20K | Hold |
194
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $20K | Hold |
194
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $20K | Hold |
194
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $16K | Buy |
194
+71
| +58% | +$5.86K | 0.01% | 201 |
|
|
2020
Q3 | $15K | Sell |
123
-28
| -19% | -$3.42K | 0.01% | 173 |
|
|
2020
Q2 | $18K | Buy |
+151
| New | +$18K | 0.01% | 187 |
|