Valley Wealth Managers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,282
| Closed | -$227K | – | 170 |
|
|
2020
Q1 | $227K | Sell |
3,282
-910
| -22% | -$62.9K | 0.03% | 152 |
|
|
2019
Q4 | $405K | Sell |
4,192
-492
| -11% | -$47.5K | 0.04% | 145 |
|
|
2019
Q3 | $418K | Buy |
4,684
+50
| +1% | +$4.46K | 0.04% | 148 |
|
|
2019
Q2 | $422K | Buy |
4,634
+2,346
| +103% | +$214K | 0.04% | 152 |
|
|
2019
Q1 | $204K | Buy |
+2,288
| New | +$204K | 0.02% | 195 |
|