SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.71K | Buy |
53
+1
| +2% | +$108 | ﹤0.01% | 562 |
|
|
2024
Q3 | $5.63K | Hold |
52
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $5.06K | Hold |
52
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $5.32K | Sell |
52
-6
| -10% | -$614 | ﹤0.01% | 534 |
|
|
2023
Q4 | $5.94K | Buy |
58
+1
| +2% | +$102 | ﹤0.01% | 532 |
|
|
2023
Q3 | $5.1K | Hold |
57
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $5.44K | Buy |
57
+1
| +2% | +$95 | ﹤0.01% | 539 |
|
|
2023
Q1 | $5.33K | Sell |
56
-1
| -2% | -$95 | ﹤0.01% | 543 |
|
|
2022
Q4 | $5.18K | Buy |
57
+6
| +12% | +$546 | ﹤0.01% | 576 |
|
|
2022
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $4K | Buy |
51
+1
| +2% | +$78 | ﹤0.01% | 622 |
|
|
2022
Q1 | $5K | Sell |
50
-1
| -2% | -$100 | ﹤0.01% | 560 |
|
|
2021
Q4 | $5K | Buy |
51
+1
| +2% | +$98 | ﹤0.01% | 586 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $5K | Buy |
50
+49
| +4,900% | +$4.9K | ﹤0.01% | 591 |
|
|
2021
Q1 | $5 | Sell |
1
-48
| -98% | -$240 | ﹤0.01% | 584 |
|
|
2020
Q4 | $4K | Buy |
49
+24
| +96% | +$1.96K | ﹤0.01% | 571 |
|
|
2020
Q3 | $3K | Sell |
25
-20
| -44% | -$2.4K | ﹤0.01% | 573 |
|
|
2020
Q2 | $5K | Buy |
45
+1
| +2% | +$111 | ﹤0.01% | 520 |
|
|
2020
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 538 |
|
|
2019
Q4 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 498 |
|