Acima Private Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,030
| Closed | -$600K | – | 277 |
|
|
2019
Q4 | $600K | Hold |
7,030
| – | – | 0.41% | 64 |
|
|
2019
Q3 | $562K | Hold |
7,030
| – | – | 0.43% | 58 |
|
|
2019
Q2 | $561K | Sell |
7,030
-450
| -6% | -$35.9K | 0.44% | 60 |
|
|
2019
Q1 | $587K | Buy |
7,480
+3,502
| +88% | +$275K | 0.5% | 55 |
|
|
2018
Q4 | $275K | Buy |
+3,978
| New | +$275K | 0.27% | 89 |
|