Sugarloaf Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $300K | Buy |
|
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $137K | Sell |
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|
2021
Q4 | $145K | Sell |
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|
2021
Q3 | $180K | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $222 | Sell |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $146K | Sell |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $765K | Buy |
|