DJYG
David J. Yvars Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,700
| Closed | -$273K | – | 77 |
|
|
2023
Q3 | $273K | Hold |
2,700
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $288K | Hold |
2,700
| – | – | 0.24% | 56 |
|
|
2023
Q1 | $274K | Buy |
2,700
+1
| +0% | +$101 | 0.25% | 57 |
|
|
2022
Q4 | $273K | Sell |
2,699
-670
| -20% | -$67.7K | 0.34% | 46 |
|
|
2022
Q3 | $304K | Sell |
3,369
-594
| -15% | -$53.6K | 0.34% | 44 |
|
|
2022
Q2 | $376K | Buy |
3,963
+510
| +15% | +$48.4K | 0.51% | 37 |
|
|
2022
Q1 | $381K | Sell |
3,453
-1,820
| -35% | -$201K | 0.27% | 51 |
|
|
2021
Q4 | $583K | Sell |
5,273
-4,295
| -45% | -$475K | 0.36% | 38 |
|
|
2021
Q3 | $992K | Hold |
9,568
| – | – | 0.58% | 28 |
|
|
2021
Q2 | $1.01M | Buy |
9,568
+240
| +3% | +$25.2K | 0.57% | 28 |
|
|
2021
Q1 | $955K | Buy |
9,328
+5,080
| +120% | +$520K | 0.61% | 27 |
|
|
2020
Q4 | $366K | Buy |
+4,248
| New | +$366K | 0.25% | 51 |
|