Avidian Wealth Enterprises’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
Q2
Sell
-19,219
Closed -$2.11M 469
2022
Q1
$2.11M Sell
19,219
-18,829
-49% -$2.06M 0.13% 109
2021
Q4
$4.21M Buy
+38,048
New +$4.21M 0.26% 73