Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $20.3K | Hold |
256
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $18.5K | Hold |
256
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $19.2K | Buy |
+256
| New | +$19.2K | ﹤0.01% | 466 |
|
|
2021
Q3 | – | Sell |
-614
| Closed | -$50K | – | 865 |
|
|
2021
Q2 | $50K | Buy |
614
+1
| +0.2% | +$81 | ﹤0.01% | 281 |
|
|
2021
Q1 | $48K | Hold |
613
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $44K | Buy |
613
+1
| +0.2% | +$72 | 0.01% | 262 |
|
|
2020
Q3 | $37K | Buy |
612
+4
| +0.7% | +$242 | ﹤0.01% | 251 |
|
|
2020
Q2 | $34K | Hold |
608
| – | – | ﹤0.01% | 255 |
|
|
2020
Q1 | $27K | Hold |
608
| – | – | ﹤0.01% | 251 |
|
|
2019
Q4 | $36K | Buy |
608
+4
| +0.7% | +$237 | ﹤0.01% | 261 |
|
|
2019
Q3 | $34K | Buy |
604
+4
| +0.7% | +$225 | ﹤0.01% | 240 |
|
|
2019
Q2 | $34K | Hold |
600
| – | – | ﹤0.01% | 254 |
|
|
2019
Q1 | $34K | Hold |
600
| – | – | ﹤0.01% | 255 |
|
|
2018
Q4 | $31K | Buy |
600
+4
| +0.7% | +$207 | ﹤0.01% | 260 |
|
|
2018
Q3 | $32K | Hold |
596
| – | – | 0.01% | 248 |
|
|
2018
Q2 | $34K | Hold |
596
| – | – | 0.01% | 231 |
|
|
2018
Q1 | $33K | Hold |
596
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $34K | Hold |
596
| – | – | 0.01% | 239 |
|
|
2017
Q3 | $31K | Hold |
596
| – | – | 0.01% | 234 |
|
|
2017
Q2 | $30K | Hold |
596
| – | – | 0.01% | 227 |
|
|
2017
Q1 | $28K | Hold |
596
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $28K | Buy |
+596
| New | +$28K | 0.01% | 202 |
|
|
2013
Q3 | – | Sell |
-104
| Closed | -$3K | – | 116 |
|
|
2013
Q2 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 253 |
|