Curi RMB Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,380
| Closed | -$240K | – | 642 |
|
|
2020
Q1 | $240K | Sell |
5,380
-936
| -15% | -$41.8K | 0.01% | 522 |
|
|
2019
Q4 | $376K | Sell |
6,316
-1,800
| -22% | -$107K | 0.01% | 484 |
|
|
2019
Q3 | $454K | Hold |
8,116
| – | – | 0.01% | 475 |
|
|
2019
Q2 | $459K | Hold |
8,116
| – | – | 0.01% | 532 |
|
|
2019
Q1 | $445K | Hold |
8,116
| – | – | 0.01% | 565 |
|
|
2018
Q4 | $388K | Hold |
8,116
| – | – | 0.01% | 664 |
|
|
2018
Q3 | $473K | Sell |
8,116
-132
| -2% | -$7.69K | 0.01% | 611 |
|
|
2018
Q2 | $463K | Buy |
8,248
+132
| +2% | +$7.41K | 0.01% | 616 |
|
|
2018
Q1 | $443K | Sell |
8,116
-184
| -2% | -$10K | 0.01% | 614 |
|
|
2017
Q4 | $448K | Buy |
+8,300
| New | +$448K | 0.01% | 599 |
|