WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-230
| Closed | -$26.4K | – | 698 |
|
|
2023
Q2 | $26.4K | Sell |
230
-11
| -5% | -$1.26K | ﹤0.01% | 629 |
|
|
2023
Q1 | $26.5K | Buy |
+241
| New | +$26.5K | ﹤0.01% | 672 |
|
|
2020
Q2 | – | Sell |
-5,868
| Closed | -$422K | – | 310 |
|
|
2020
Q1 | $422K | Buy |
5,868
+566
| +11% | +$40.7K | 0.05% | 168 |
|
|
2019
Q4 | $526K | Sell |
5,302
-2,290
| -30% | -$227K | 0.06% | 159 |
|
|
2019
Q3 | $698K | Buy |
7,592
+868
| +13% | +$79.8K | 0.1% | 130 |
|
|
2019
Q2 | $603K | Buy |
6,724
+72
| +1% | +$6.46K | 0.09% | 133 |
|
|
2019
Q1 | $597K | Sell |
6,652
-986
| -13% | -$88.5K | 0.09% | 147 |
|
|
2018
Q4 | $703K | Sell |
7,638
-2,740
| -26% | -$252K | 0.11% | 124 |
|
|
2018
Q3 | $909K | Sell |
10,378
-652
| -6% | -$57.1K | 0.17% | 101 |
|
|
2018
Q2 | $1.04M | Sell |
11,030
-216
| -2% | -$20.4K | 0.21% | 97 |
|
|
2018
Q1 | $978K | Buy |
11,246
+7,764
| +223% | +$675K | 0.21% | 96 |
|
|
2017
Q4 | $296K | Buy |
3,482
+122
| +4% | +$10.4K | 0.08% | 159 |
|
|
2017
Q3 | $276K | Buy |
+3,360
| New | +$276K | 0.08% | 153 |
|
|
2017
Q2 | – | Sell |
-340
| Closed | -$25.3K | – | 297 |
|
|
2017
Q1 | $25.3K | Buy |
+340
| New | +$25.3K | 0.09% | 161 |
|
|
2016
Q3 | $295K | Buy |
4,320
+2,922
| +209% | +$199K | 0.1% | 116 |
|
|
2016
Q2 | $55.6K | Buy |
+1,398
| New | +$55.6K | 0.01% | 860 |
|
|
2015
Q4 | $86.1K | Buy |
+1,384
| New | +$86.1K | 0.01% | 453 |
|