WAM
Watermark Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $25K | Buy |
189
+1
| +0.5% | +$132 | 0.01% | 128 |
|
2018
Q3 | $31K | Buy |
188
+86
| +84% | +$14.2K | 0.01% | 119 |
|
2018
Q2 | $17K | Hold |
102
| – | – | 0.01% | 137 |
|
2018
Q1 | $15K | Hold |
102
| – | – | 0.01% | 153 |
|
2017
Q4 | $16K | Hold |
102
| – | – | 0.01% | 152 |
|
2017
Q3 | $15K | Hold |
102
| – | – | 0.01% | 152 |
|
2017
Q2 | $14K | Hold |
102
| – | – | 0.01% | 158 |
|
2017
Q1 | $14K | Buy |
+102
| New | +$14K | 0.01% | 155 |
|