WWM
Willingdon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-155
| Closed | -$25K | – | 331 |
|
|
2019
Q4 | $25K | Buy |
155
+9
| +6% | +$1.45K | 0.01% | 208 |
|
|
2019
Q3 | $22K | Buy |
+146
| New | +$22K | ﹤0.01% | 210 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$6K | – | 337 |
|
|
2019
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 265 |
|
|
2018
Q4 | – | Sell |
-635
| Closed | -$106K | – | 371 |
|
|
2018
Q3 | $106K | Buy |
+635
| New | +$106K | 0.03% | 158 |
|