Curtis Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,602
| Closed | -$838K | – | 94 |
|
|
2023
Q3 | $838K | Buy |
11,602
+3,599
| +45% | +$260K | 0.28% | 42 |
|
|
2023
Q2 | $600K | Sell |
8,003
-1
| -0% | -$75 | 0.19% | 52 |
|
|
2023
Q1 | $572K | Buy |
8,004
+160
| +2% | +$11.4K | 0.21% | 52 |
|
|
2022
Q4 | $536K | Buy |
+7,844
| New | +$536K | 0.21% | 48 |
|
|
2022
Q2 | – | Sell |
-20,001
| Closed | -$1.55M | – | 94 |
|
|
2022
Q1 | $1.55M | Buy |
20,001
+731
| +4% | +$56.5K | 0.52% | 25 |
|
|
2021
Q4 | $1.64M | Buy |
+19,270
| New | +$1.64M | 0.54% | 28 |
|