Clifford Swan Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,506
| Closed | -$214K | – | 329 |
|
|
2021
Q4 | $214K | Sell |
2,506
-742
| -23% | -$63.4K | 0.01% | 324 |
|
|
2021
Q3 | $282K | Hold |
3,248
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $264K | Hold |
3,248
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $255K | Hold |
3,248
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $235K | Sell |
3,248
-116
| -3% | -$8.39K | 0.01% | 297 |
|
|
2020
Q3 | $201K | Buy |
+3,364
| New | +$201K | 0.01% | 299 |
|