Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,918
| Closed | -$434K | – | 120 |
|
|
2021
Q4 | $434K | Hold |
3,918
| – | – | 0.26% | 89 |
|
|
2021
Q3 | $404K | Sell |
3,918
-2,000
| -34% | -$206K | 0.26% | 93 |
|
|
2021
Q2 | $623K | Buy |
+5,918
| New | +$623K | 0.4% | 65 |
|
|
2019
Q2 | – | Sell |
-118
| Closed | -$9K | – | 199 |
|
|
2019
Q1 | $9K | Hold |
118
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $8K | Hold |
118
| – | – | 0.01% | 314 |
|
|
2018
Q3 | $10K | Hold |
118
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $10K | Hold |
118
| – | – | 0.01% | 324 |
|
|
2018
Q1 | $9K | Hold |
118
| – | – | 0.01% | 328 |
|
|
2017
Q4 | $9K | Buy |
+118
| New | +$9K | 0.01% | 323 |
|