Valley Wealth Managers’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
Q4 | – | Hold |
0
| – | – | – | 365 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 385 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$44K | – | 428 |
|
|
2022
Q3 | $44K | Sell |
500
-1,368
| -73% | -$120K | ﹤0.01% | 249 |
|
|
2022
Q2 | $173K | Hold |
1,868
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $202K | Sell |
1,868
-250
| -12% | -$27K | 0.02% | 181 |
|
|
2021
Q4 | $243K | Hold |
2,118
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $231K | Sell |
2,118
-227
| -10% | -$24.8K | 0.02% | 177 |
|
|
2021
Q2 | $265K | Buy |
+2,345
| New | +$265K | 0.02% | 160 |
|