ShoreHaven Wealth 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
2023 Q1	–	Sell	-15,928	Closed	-$1.51M	–	81
2022 Q4	$1.51M	Sell	15,928 -629	-4%	-$59.5K	1.06%	28
2022 Q3	$1.44M	Buy	16,557 +10,883	+192%	+$948K	1.1%	25
2022 Q2	$524K	Sell	5,674 -13,060	-70%	-$1.21M	0.38%	49
2022 Q1	$2.02M	Buy	+18,734	New	+$2.02M	1.07%	30