Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-380
| Closed | -$39.1K | – | 944 |
|
|
2023
Q1 | $39.1K | Hold |
380
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $38.3K | Hold |
380
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $34K | Hold |
380
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $36K | Hold |
380
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $42K | Hold |
380
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $42K | Hold |
380
| – | – | 0.01% | 204 |
|
|
2021
Q3 | $39K | Hold |
380
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $40K | Hold |
380
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $39K | Hold |
380
| – | – | 0.01% | 163 |
|
|
2020
Q4 | $33K | Hold |
380
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $26K | Buy |
+380
| New | +$26K | 0.01% | 169 |
|