Confluence Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Confluence Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.48M	Buy
2020 Q1	–	Sell
2019 Q4	$1.54M	Sell
2019 Q3	$1.48M	Buy
2019 Q2	$1.43M	Sell
2019 Q1	$1.42M	Sell
2018 Q4	$1.33M	Hold
2018 Q3	$1.61M	Sell
2018 Q2	$1.81M	Sell
2018 Q1	$1.92M	Sell
2017 Q4	$2.03M	Sell
2017 Q3	$2.03M	Sell
2017 Q2	$2.31M	Sell
2017 Q1	$2.39M	Buy
2016 Q4	$1.97M	Sell
2016 Q3	$1.84M	Sell
2016 Q2	$1.78M	Sell
2016 Q1	$1.75M	Sell
2015 Q4	$1.9M	Sell
2015 Q3	$1.91M	Sell
2015 Q2	$2.2M	Sell
2015 Q1	$2.34M	Buy
2014 Q4	$2.24M	Sell
2014 Q3	$2.45M	Sell
2014 Q2	$2.63M	Sell
2014 Q1	$3.05M	Buy