Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $202K | Buy |
+1,826
| New | +$202K | 0.06% | 177 |
|
|
2018
Q3 | – | Sell |
-842
| Closed | -$68K | – | 273 |
|
|
2018
Q2 | $68K | Hold |
842
| – | – | 0.05% | 225 |
|
|
2018
Q1 | $65K | Hold |
842
| – | – | 0.05% | 222 |
|
|
2017
Q4 | $67K | Hold |
842
| – | – | 0.05% | 216 |
|
|
2017
Q3 | $64K | Buy |
+842
| New | +$64K | 0.05% | 214 |
|