WEC
Winslow Evans & Crocker’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $105K | Buy |
922
+664
| +257% | +$75.6K | 0.02% | 429 |
|
|
2020
Q3 | $45K | Sell |
258
-150
| -37% | -$26.2K | 0.01% | 480 |
|
|
2020
Q2 | $70K | Sell |
408
-2
| -0.5% | -$343 | 0.02% | 410 |
|
|
2020
Q1 | $58K | Sell |
410
-250
| -38% | -$35.4K | 0.02% | 410 |
|
|
2019
Q4 | $128K | Hold |
660
| – | – | 0.03% | 354 |
|
|
2019
Q3 | $120K | Sell |
660
-20
| -3% | -$3.64K | 0.03% | 359 |
|
|
2019
Q2 | $126K | Hold |
680
| – | – | 0.04% | 355 |
|
|
2019
Q1 | $124K | Hold |
680
| – | – | 0.04% | 343 |
|
|
2018
Q4 | $112K | Sell |
680
-50
| -7% | -$8.24K | 0.04% | 337 |
|
|
2018
Q3 | $148K | Buy |
+730
| New | +$148K | 0.04% | 307 |
|
|
2017
Q3 | – | Sell |
-22
| Closed | -$3.43K | – | 1186 |
|
|
2017
Q2 | $3.43K | Hold |
22
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q1 | $3.37K | Hold |
22
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q4 | $3.3K | Hold |
22
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q3 | $3.02K | Hold |
22
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q2 | $2.83K | Hold |
22
| – | – | ﹤0.01% | 1131 |
|
|
2016
Q1 | $2.73K | Hold |
22
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q4 | $2.74K | Hold |
22
| – | – | ﹤0.01% | 1183 |
|
|
2015
Q3 | $2.64K | Hold |
22
| – | – | ﹤0.01% | 1136 |
|
|
2015
Q2 | $2.88K | Hold |
22
| – | – | ﹤0.01% | 1164 |
|
|
2015
Q1 | $2.86K | Hold |
22
| – | – | ﹤0.01% | 1132 |
|
|
2014
Q4 | $2.69K | Hold |
22
| – | – | ﹤0.01% | 1162 |
|
|
2014
Q3 | $2.48K | Buy |
+22
| New | +$2.48K | ﹤0.01% | 1245 |
|