Affinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $615K | Hold |
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|
2017
Q2 | $598K | Sell |
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|
2017
Q1 | $605K | Sell |
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|
2016
Q4 | $634K | Sell |
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|
2016
Q3 | $623K | Buy |
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|
2016
Q2 | $566K | Sell |
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|
2016
Q1 | $914K | Sell |
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|
2015
Q4 | $7M | Sell |
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|
2015
Q3 | $7.24M | Sell |
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|
2015
Q2 | $18.1M | Sell |
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|
2015
Q1 | $19.4M | Sell |
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|
2014
Q4 | $21.3M | Buy |
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|
2014
Q2 | $19.3M | Buy |
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|
2013
Q3 | $13M | Buy |
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|
2013
Q2 | $11.7M | Buy |
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