TCWM
Total Clarity 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-191
| Closed | -$17K | – | 575 |
|
2022
Q2 | $17K | Buy |
+191
| New | +$17K | 0.01% | 577 |
|
2022
Q1 | – | Sell |
-205
| Closed | -$21K | – | 535 |
|
2021
Q4 | $21K | Sell |
205
-22,916
| -99% | -$2.35M | 0.01% | 559 |
|
2021
Q3 | $2.33M | Buy |
23,121
+1,522
| +7% | +$153K | 1.11% | 21 |
|
2021
Q2 | $2.28M | Buy |
21,599
+20,677
| +2,243% | +$2.18M | 1.27% | 20 |
|
2021
Q1 | $93K | Buy |
+922
| New | +$93K | 0.05% | 253 |
|