Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-129
| Closed | -$14.6K | – | 1145 |
|
|
2024
Q2 | $14.6K | Buy |
+129
| New | +$14.6K | ﹤0.01% | 866 |
|
|
2021
Q3 | – | Sell |
-148
| Closed | -$15.6K | – | 1000 |
|
|
2021
Q2 | $15.6K | Hold |
148
| – | – | ﹤0.01% | 650 |
|
|
2021
Q1 | $15.1K | Hold |
148
| – | – | ﹤0.01% | 693 |
|
|
2020
Q4 | $12.8K | Buy |
+148
| New | +$12.8K | ﹤0.01% | 706 |
|