Clear Perspective Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $1.06K | Hold |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $119K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $114K | Sell |
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|
2017
Q3 | $110K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Buy |
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