Courage Miller Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-71,114
| Closed | -$4.28M | – | 60 |
|
|
2014
Q3 | $4.28M | Buy |
71,114
+1,054
| +2% | +$63.4K | 3.33% | 10 |
|
|
2014
Q2 | $4.45M | Sell |
70,060
-4,852
| -6% | -$308K | 3.26% | 9 |
|
|
2014
Q1 | $4.51M | Buy |
74,912
+3,728
| +5% | +$224K | 3.55% | 8 |
|
|
2013
Q4 | $4.14M | Sell |
71,184
-1,954
| -3% | -$114K | 3.5% | 10 |
|
|
2013
Q3 | $3.95M | Buy |
73,138
+3,150
| +5% | +$170K | 3.24% | 12 |
|
|
2013
Q2 | $3.54M | Buy |
+69,988
| New | +$3.54M | 3.22% | 12 |
|