TWA
TCI Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-38
| Closed | -$5K | – | 2452 |
|
|
2021
Q2 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 1429 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$348K | – | 1599 |
|
|
2019
Q4 | $348K | Buy |
+1,800
| New | +$348K | 0.14% | 116 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$30K | – | 1546 |
|
|
2018
Q1 | $30K | Hold |
175
| – | – | 0.01% | 403 |
|
|
2017
Q4 | $30K | Buy |
+175
| New | +$30K | 0.01% | 416 |
|