Beaumont Capital 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 |
-2,047
| Closed | -$232K | – | 51 |
|
2024
Q2 | $232K | Buy |
+2,047
| New | +$232K | 0.18% | 46 |
|
2023
Q2 | – | Sell |
-5,719
| Closed | -$588K | – | 41 |
|
2023
Q1 | $588K | Buy |
+5,719
| New | +$588K | 0.41% | 35 |
|
2021
Q4 | – | Sell |
-5,885
| Closed | -$606K | – | 49 |
|
2021
Q3 | $606K | Buy |
+5,885
| New | +$606K | 0.52% | 25 |
|