Sutton Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5K | Sell |
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|
2023
Q2 | $38.8K | Sell |
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|
2023
Q1 | $54K | Hold |
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|
2022
Q4 | $52.7K | Hold |
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|
2022
Q3 | $47.6K | Buy |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $58.7K | Hold |
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|
2021
Q4 | $59.9K | Hold |
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|
2021
Q3 | $57.7K | Hold |
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|
2021
Q2 | $60.4K | Hold |
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|
2021
Q1 | $57.7K | Hold |
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|
2020
Q4 | $46.6K | Buy |
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|
2020
Q3 | $34.6K | Sell |
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|
2020
Q2 | $34.7K | Hold |
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|
2020
Q1 | $28.8K | Sell |
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|
2019
Q4 | $77.3K | Hold |
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|
2019
Q3 | $72.2K | Hold |
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|
2019
Q2 | $71.5K | Hold |
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|
2019
Q1 | $71K | Hold |
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|
2018
Q4 | $63.4K | Hold |
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|
2018
Q3 | $80.3K | Hold |
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|
2018
Q2 | $78.5K | Hold |
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|
2018
Q1 | $72.6K | Hold |
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|
2017
Q4 | $73.9K | Buy |
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|
2017
Q3 | $42.7K | Hold |
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|
2017
Q2 | $40.3K | Hold |
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|
2017
Q1 | $39.9K | Hold |
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|
2016
Q4 | $40.3K | Hold |
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|
2016
Q3 | $35.9K | Hold |
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|
2016
Q2 | $33.6K | Hold |
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|
2016
Q1 | $32.6K | Buy |
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