Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-140
| Closed | -$10.5K | – | 360 |
|
|
2023
Q2 | $10.5K | Hold |
140
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $10K | Hold |
140
| – | – | 0.01% | 369 |
|
|
2022
Q4 | $9.56K | Hold |
140
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $9K | Hold |
140
| – | – | 0.01% | 346 |
|
|
2022
Q2 | $9K | Hold |
140
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $11K | Hold |
140
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $12K | Buy |
140
+3
| +2% | +$257 | 0.01% | 383 |
|
|
2021
Q3 | $11K | Hold |
137
| – | – | 0.01% | 402 |
|
|
2021
Q2 | $11K | Sell |
137
-188
| -58% | -$15.1K | 0.01% | 408 |
|
|
2021
Q1 | $25K | Sell |
325
-412
| -56% | -$31.7K | 0.02% | 308 |
|
|
2020
Q4 | $53K | Buy |
+737
| New | +$53K | 0.04% | 193 |
|