Certified Advisory Corp’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
Q2 | $115K | Sell |
1,724
-3,770
| -69% | -$251K | 0.04% | 219 |
|
|
2020
Q1 | $301K | Sell |
5,494
-6,498
| -54% | -$356K | 0.12% | 137 |
|
|
2019
Q4 | $1.02M | Buy |
11,992
+200
| +2% | +$17.1K | 0.33% | 73 |
|
|
2019
Q3 | $943K | Sell |
11,792
-584
| -5% | -$46.7K | 0.33% | 74 |
|
|
2019
Q2 | $987K | Buy |
12,376
+1,208
| +11% | +$96.3K | 0.37% | 68 |
|
|
2019
Q1 | $877K | Buy |
11,168
+4,458
| +66% | +$350K | 0.37% | 71 |
|
|
2018
Q4 | $464K | Buy |
6,710
+2,336
| +53% | +$162K | 0.24% | 90 |
|
|
2018
Q3 | $366K | Buy |
4,374
+2,088
| +91% | +$175K | 0.17% | 107 |
|
|
2018
Q2 | $184K | Hold |
2,286
| – | – | 0.1% | 147 |
|
|
2018
Q1 | $176K | Sell |
2,286
-102
| -4% | -$7.85K | 0.1% | 148 |
|
|
2017
Q4 | $191K | Buy |
+2,388
| New | +$191K | 0.14% | 114 |
|