United Bank (West Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.66M | Buy |
22,300
+18,540
| +493% | +$1.38M | 0.66% | 32 |
|
|
2017
Q2 | $264K | Hold |
3,760
| – | – | 0.11% | 98 |
|
|
2017
Q1 | $260K | Hold |
3,760
| – | – | 0.11% | 97 |
|
|
2016
Q4 | $259K | Hold |
3,760
| – | – | 0.11% | 93 |
|
|
2016
Q3 | $233K | Hold |
3,760
| – | – | 0.11% | 98 |
|
|
2016
Q2 | $218K | Hold |
3,760
| – | – | 0.1% | 94 |
|
|
2016
Q1 | $212K | Hold |
3,760
| – | – | 0.1% | 104 |
|
|
2015
Q4 | $207K | Hold |
3,760
| – | – | 0.1% | 100 |
|
|
2015
Q3 | $200K | Hold |
3,760
| – | – | 0.1% | 95 |
|
|
2015
Q2 | $222K | Hold |
3,760
| – | – | 0.1% | 95 |
|
|
2015
Q1 | $222K | Hold |
3,760
| – | – | 0.09% | 101 |
|
|
2014
Q4 | $214K | Buy |
+3,760
| New | +$214K | 0.08% | 107 |
|
|
2014
Q3 | – | Sell |
-3,760
| Closed | -$211K | – | 121 |
|
|
2014
Q2 | $211K | Sell |
3,760
-188
| -5% | -$10.6K | 0.08% | 106 |
|
|
2014
Q1 | $217K | Sell |
3,948
-1,422
| -26% | -$78.2K | 0.09% | 106 |
|
|
2013
Q4 | $293K | Hold |
5,370
| – | – | 0.12% | 91 |
|
|
2013
Q3 | $268K | Hold |
5,370
| – | – | 0.11% | 86 |
|
|
2013
Q2 | $242K | Buy |
+5,370
| New | +$242K | 0.11% | 91 |
|