YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-80
| Closed | -$7K | – | 400 |
|
|
2019
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 625 |
|
|
2019
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 616 |
|
|
2018
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $7K | Sell |
80
-428
| -84% | -$37.5K | ﹤0.01% | 655 |
|
|
2017
Q4 | $42K | Buy |
508
+428
| +535% | +$35.4K | 0.02% | 391 |
|
|
2017
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 676 |
|
|
2017
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 689 |
|
|
2017
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 672 |
|