TL
TrueWealth LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.6M | Buy |
38,051
+71
| +0.2% | +$4.85K | 1.09% | 13 |
|
|
2020
Q1 | $2.13M | Sell |
37,980
-10,170
| -21% | -$571K | 1.04% | 15 |
|
|
2019
Q4 | $4.04M | Buy |
48,150
+394
| +0.8% | +$33K | 1.63% | 11 |
|
|
2019
Q3 | $3.72M | Sell |
47,756
-3,807
| -7% | -$296K | 1.6% | 11 |
|
|
2019
Q2 | $4.04M | Sell |
51,563
-1,428
| -3% | -$112K | 1.79% | 10 |
|
|
2019
Q1 | $4.09M | Sell |
52,991
-2,135
| -4% | -$165K | 1.89% | 10 |
|
|
2018
Q4 | $3.82M | Buy |
55,126
+1,375
| +3% | +$95.3K | 1.93% | 9 |
|
|
2018
Q3 | $4.69M | Buy |
53,751
+992
| +2% | +$86.5K | 2.15% | 10 |
|
|
2018
Q2 | $4.4M | Buy |
52,759
+1,055
| +2% | +$88K | 2.09% | 9 |
|
|
2018
Q1 | $3.98M | Buy |
51,704
+4,158
| +9% | +$320K | 2.01% | 11 |
|
|
2017
Q4 | $3.65M | Buy |
+47,546
| New | +$3.65M | 1.71% | 11 |
|