YorkBridge Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-202
| Closed | -$16K | – | 399 |
|
|
2019
Q2 | $16K | Hold |
202
| – | – | 0.01% | 499 |
|
|
2019
Q1 | $16K | Buy |
202
+15
| +8% | +$1.19K | 0.01% | 494 |
|
|
2018
Q4 | $13K | Hold |
187
| – | – | 0.01% | 539 |
|
|
2018
Q3 | $16K | Buy |
187
+90
| +93% | +$7.7K | 0.01% | 560 |
|
|
2018
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 635 |
|
|
2018
Q1 | $8K | Sell |
97
-319
| -77% | -$26.3K | ﹤0.01% | 642 |
|
|
2017
Q4 | $31K | Buy |
416
+319
| +329% | +$23.8K | 0.02% | 426 |
|
|
2017
Q3 | $7K | Hold |
97
| – | – | ﹤0.01% | 675 |
|
|
2017
Q2 | $7K | Hold |
97
| – | – | ﹤0.01% | 676 |
|
|
2017
Q1 | $7K | Buy |
+97
| New | +$7K | ﹤0.01% | 652 |
|