Capital Planning Advisors’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
2020 Q1	–	Sell	-2,856	Closed	-$244K	–	118
2019 Q4	$244K	Buy	2,856 +488	+21%	+$41.7K	0.06%	112
2019 Q3	$189K	Buy	+2,368	New	+$189K	0.06%	119