Willingdon Wealth Management’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
Q1 | – | Sell |
-278
| Closed | -$27K | – | 332 |
|
2019
Q4 | $27K | Hold |
278
| – | – | 0.01% | 203 |
|
2019
Q3 | $25K | Buy |
+278
| New | +$25K | 0.01% | 202 |
|
2019
Q2 | – | Sell |
-70
| Closed | -$6K | – | 338 |
|
2019
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 266 |
|
2018
Q4 | – | Sell |
-638
| Closed | -$64K | – | 372 |
|
2018
Q3 | $64K | Buy |
+638
| New | +$64K | 0.02% | 190 |
|