Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-300
| Closed | -$19K | – | 165 |
|
|
2016
Q2 | $19K | Hold |
300
| – | – | 0.02% | 77 |
|
|
2016
Q1 | $19K | Hold |
300
| – | – | 0.02% | 80 |
|
|
2015
Q4 | $18K | Hold |
300
| – | – | 0.02% | 78 |
|
|
2015
Q3 | $17K | Hold |
300
| – | – | 0.02% | 83 |
|
|
2015
Q2 | $19K | Hold |
300
| – | – | 0.01% | 98 |
|
|
2015
Q1 | $20K | Hold |
300
| – | – | 0.02% | 84 |
|
|
2014
Q4 | $19K | Buy |
+300
| New | +$19K | 0.02% | 72 |
|