Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-35
| Closed | -$3K | – | 456 |
|
|
2021
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 710 |
|
|
2020
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 698 |
|
|
2020
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $2K | Sell |
36
-2,528
| -99% | -$140K | ﹤0.01% | 735 |
|
|
2019
Q2 | $145K | Sell |
2,564
-31,672
| -93% | -$1.79M | 0.05% | 195 |
|
|
2019
Q1 | $1.88M | Sell |
34,236
-11,436
| -25% | -$626K | 0.79% | 31 |
|
|
2018
Q4 | $2.18M | Buy |
45,672
+4,056
| +10% | +$194K | 1.13% | 18 |
|
|
2018
Q3 | $2.42M | Buy |
41,616
+2,460
| +6% | +$143K | 1.12% | 17 |
|
|
2018
Q2 | $2.2M | Buy |
39,156
+12,064
| +45% | +$678K | 1.22% | 16 |
|
|
2018
Q1 | $1.48M | Sell |
27,092
-29,420
| -52% | -$1.61M | 0.88% | 28 |
|
|
2017
Q4 | $1.32M | Buy |
+56,512
| New | +$1.32M | 0.95% | 25 |
|