BAM
Baldrige Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14K | Hold |
135
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $14K | Hold |
135
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $12K | Hold |
135
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $13K | Hold |
135
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $15K | Hold |
135
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $15K | Sell |
135
-65
| -33% | -$7.22K | 0.01% | 256 |
|
|
2021
Q3 | $21K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $21K | Buy |
+200
| New | +$21K | 0.01% | 232 |
|