Triad Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $546K | Hold |
5,786
| – | – | 0.19% | 49 |
|
|
2023
Q2 | $577K | Hold |
5,786
| – | – | 0.24% | 44 |
|
|
2023
Q1 | $560K | Sell |
5,786
-46
| -0.8% | -$4.45K | 0.24% | 43 |
|
|
2022
Q4 | $552K | Buy |
5,832
+46
| +0.8% | +$4.35K | 0.25% | 44 |
|
|
2022
Q3 | $504K | Sell |
5,786
-392
| -6% | -$34.1K | 0.27% | 43 |
|
|
2022
Q2 | $571K | Sell |
6,178
-122
| -2% | -$11.3K | 0.32% | 37 |
|
|
2022
Q1 | $680K | Hold |
6,300
| – | – | 0.36% | 35 |
|
|
2021
Q4 | $721K | Buy |
+6,300
| New | +$721K | 0.43% | 35 |
|