WealthPLAN Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-444
| Closed | -$42.2K | – | 697 |
|
|
2023
Q2 | $42.2K | Hold |
444
| – | – | 0.01% | 541 |
|
|
2023
Q1 | $41.6K | Buy |
+444
| New | +$41.6K | ﹤0.01% | 591 |
|
|
2017
Q2 | – | Sell |
-210
| Closed | -$14.1K | – | 296 |
|
|
2017
Q1 | $14.1K | Buy |
+210
| New | +$14.1K | 0.05% | 221 |
|
|
2016
Q3 | $106K | Sell |
1,708
-3,958
| -70% | -$245K | 0.03% | 228 |
|
|
2016
Q2 | $100K | Buy |
+5,666
| New | +$100K | 0.01% | 615 |
|
|
2015
Q4 | $90.8K | Buy |
+5,028
| New | +$90.8K | 0.01% | 442 |
|