9258 Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.72M | Hold |
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|
2024
Q2 | $1.58M | Hold |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $763K | Hold |
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|
2022
Q1 | $886K | Buy |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $759K | Hold |
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|
2021
Q2 | $776K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $613K | Sell |
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|
2019
Q4 | $1M | Buy |
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