Appleton Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,540
| Closed | -$200K | – | 283 |
|
|
2019
Q2 | $200K | Buy |
+3,540
| New | +$200K | 0.02% | 274 |
|
|
2018
Q4 | – | Sell |
-3,540
| Closed | -$206K | – | 257 |
|
|
2018
Q3 | $206K | Sell |
3,540
-124
| -3% | -$7.22K | 0.03% | 252 |
|
|
2018
Q2 | $206K | Buy |
+3,664
| New | +$206K | 0.03% | 255 |
|
|
2018
Q1 | – | Sell |
-3,864
| Closed | -$208K | – | 261 |
|
|
2017
Q4 | $208K | Buy |
+3,864
| New | +$208K | 0.03% | 252 |
|