Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,744
| Closed | -$256K | – | 86 |
|
|
2020
Q2 | $256K | Buy |
3,744
+224
| +6% | +$15.3K | 0.15% | 173 |
|
|
2020
Q1 | $197K | Sell |
3,520
-3,902
| -53% | -$218K | 0.12% | 164 |
|
|
2019
Q4 | $622K | Buy |
7,422
+3,673
| +98% | +$308K | 0.31% | 68 |
|
|
2019
Q3 | $263K | Sell |
3,749
-12,175
| -76% | -$854K | 0.13% | 175 |
|
|
2019
Q2 | $1.25M | Sell |
15,924
-5,266
| -25% | -$412K | 0.84% | 18 |
|
|
2019
Q1 | $1.63M | Buy |
21,190
+2,264
| +12% | +$175K | 1.21% | 12 |
|
|
2018
Q4 | $1.31M | Buy |
18,926
+1,832
| +11% | +$127K | 1.26% | 13 |
|
|
2018
Q3 | $1.49M | Sell |
17,094
-221
| -1% | -$19.3K | 1.34% | 11 |
|
|
2018
Q2 | $1.45M | Sell |
17,315
-373
| -2% | -$31.1K | 1.27% | 10 |
|
|
2018
Q1 | $1.36M | Buy |
17,688
+1,292
| +8% | +$99.5K | 1.72% | 10 |
|
|
2017
Q4 | $1.31M | Buy |
+16,396
| New | +$1.31M | 1.59% | 11 |
|