Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-154
| Closed | -$8K | – | 691 |
|
|
2020
Q1 | $8K | Buy |
154
+2
| +1% | +$104 | ﹤0.01% | 388 |
|
|
2019
Q4 | $13K | Buy |
+152
| New | +$13K | ﹤0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-146
| Closed | -$12K | – | 702 |
|
|
2018
Q3 | $12K | Buy |
+146
| New | +$12K | ﹤0.01% | 349 |
|
|
2013
Q3 | – | Sell |
-68
| Closed | -$3K | – | 115 |
|
|
2013
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 252 |
|