Watermark Asset Management, Inc. IJR Holdings History
Watermark Asset Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2018-12-31, Watermark Asset Management, Inc. held 128,390.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.90 Mil. This investment constitutes 4.24% of their stock portfolio, and Watermark Asset Management, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Watermark Asset Management, Inc. has made 1 purchases of IJR, at an average price of $81.49, for a total of 133,385.00 shares. In addition, there have been 2 sales at an average price of $87.60 for 4,995.00 shares. Based on historical transaction data and IJR's current price of $112.83, Watermark Asset Management, Inc.'s estimated gain on his IJR holdings is $4.05 Mil, reflecting a 37.30% gain to date.
Watermark Asset Management, Inc. IJR ($112.83) Holding Chart
Watermark Asset Management, Inc. IJR ($112.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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