BDO Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $822K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $757K | Sell |
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|
2019
Q3 | $757K | Sell |
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|
2019
Q2 | $759K | Sell |
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|
2019
Q1 | $765K | Sell |
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|
2018
Q4 | $701K | Sell |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $910K | Hold |
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|
2018
Q1 | $868K | Buy |
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|
2017
Q4 | $897K | Buy |
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|
2017
Q3 | $536K | Buy |
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|
2017
Q2 | $512K | Buy |
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