BDO Wealth Advisors’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
Q2 | $773K | Buy |
10,311
+3
| +0% | +$225 | 0.09% | 149 |
|
|
2023
Q1 | $737K | Buy |
10,308
+3
| +0% | +$215 | 0.09% | 144 |
|
|
2022
Q4 | $704K | Buy |
10,305
+44
| +0.4% | +$3.01K | 0.09% | 152 |
|
|
2022
Q3 | $647K | Buy |
10,261
+5
| +0% | +$315 | 0.09% | 151 |
|
|
2022
Q2 | $654K | Sell |
10,256
-137
| -1% | -$8.74K | 0.08% | 151 |
|
|
2022
Q1 | $803K | Buy |
10,393
+3
| +0% | +$232 | 0.09% | 144 |
|
|
2021
Q4 | $886K | Buy |
10,390
+2
| +0% | +$171 | 0.09% | 144 |
|
|
2021
Q3 | $823K | Sell |
10,388
-348
| -3% | -$27.6K | 0.09% | 144 |
|
|
2021
Q2 | $869K | Sell |
10,736
-24
| -0.2% | -$1.94K | 0.1% | 144 |
|
|
2021
Q1 | $843K | Sell |
10,760
-3,982
| -27% | -$312K | 0.1% | 143 |
|
|
2020
Q4 | $1.07M | Sell |
14,742
-514
| -3% | -$37.1K | 0.15% | 97 |
|
|
2020
Q3 | $912K | Buy |
15,256
+952
| +7% | +$56.9K | 0.15% | 103 |
|
|
2020
Q2 | $801K | Sell |
14,304
-1,736
| -11% | -$97.2K | 0.14% | 107 |
|
|
2020
Q1 | $716K | Sell |
16,040
-4,204
| -21% | -$188K | 0.14% | 105 |
|
|
2019
Q4 | $1.21M | Sell |
20,244
-4,376
| -18% | -$260K | 0.31% | 68 |
|
|
2019
Q3 | $1.38M | Sell |
24,620
-5,584
| -18% | -$313K | 0.35% | 53 |
|
|
2019
Q2 | $1.71M | Sell |
30,204
-3,796
| -11% | -$215K | 0.47% | 48 |
|
|
2019
Q1 | $1.86M | Sell |
34,000
-9,668
| -22% | -$529K | 0.54% | 43 |
|
|
2018
Q4 | $2.09M | Sell |
43,668
-2,864
| -6% | -$137K | 0.72% | 30 |
|
|
2018
Q3 | $2.71M | Buy |
46,532
+3,576
| +8% | +$208K | 0.88% | 25 |
|
|
2018
Q2 | $2.41M | Buy |
42,956
+3,988
| +10% | +$224K | 0.82% | 23 |
|
|
2018
Q1 | $2.13M | Buy |
38,968
+29,116
| +296% | +$1.59M | 0.8% | 24 |
|
|
2017
Q4 | $532K | Buy |
9,852
+7,120
| +261% | +$384K | 0.24% | 75 |
|
|
2017
Q3 | $138K | Sell |
2,732
-28,184
| -91% | -$1.42M | 0.07% | 124 |
|
|
2017
Q2 | $1.52M | Buy |
+30,916
| New | +$1.52M | 0.66% | 24 |
|