Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-120
| Closed | -$8K | – | 281 |
|
|
2022
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 285 |
|
|
2022
Q1 | $9K | Sell |
120
-600
| -83% | -$45K | ﹤0.01% | 325 |
|
|
2021
Q4 | $61K | Sell |
720
-2,864
| -80% | -$243K | 0.04% | 234 |
|
|
2021
Q3 | $284K | Sell |
3,584
-1,927
| -35% | -$153K | 0.13% | 179 |
|
|
2021
Q2 | $446K | Buy |
5,511
+1
| +0% | +$81 | 0.2% | 134 |
|
|
2021
Q1 | $432K | Buy |
5,510
+550
| +11% | +$43.1K | 0.19% | 141 |
|
|
2020
Q4 | $358K | Sell |
4,960
-740
| -13% | -$53.4K | 0.17% | 153 |
|
|
2020
Q3 | $341K | Buy |
5,700
+4
| +0.1% | +$239 | 0.2% | 124 |
|
|
2020
Q2 | $319K | Buy |
5,696
+3,036
| +114% | +$170K | 0.2% | 121 |
|
|
2020
Q1 | $119K | Buy |
2,660
+92
| +4% | +$4.12K | 0.09% | 200 |
|
|
2019
Q4 | $153K | Buy |
+2,568
| New | +$153K | 0.07% | 248 |
|