Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,380
| Closed | -$78K | – | 303 |
|
|
2019
Q2 | $78K | Hold |
1,380
| – | – | ﹤0.01% | 217 |
|
|
2019
Q1 | $76K | Sell |
1,380
-140
| -9% | -$7.71K | ﹤0.01% | 215 |
|
|
2018
Q4 | $73K | Hold |
1,520
| – | – | ﹤0.01% | 215 |
|
|
2018
Q3 | $89K | Buy |
1,520
+108
| +8% | +$6.32K | 0.01% | 215 |
|
|
2018
Q2 | $79K | Buy |
1,412
+232
| +20% | +$13K | ﹤0.01% | 214 |
|
|
2018
Q1 | $64K | Buy |
+1,180
| New | +$64K | ﹤0.01% | 225 |
|
|
2016
Q2 | – | Sell |
-14,148
| Closed | -$569K | – | 155 |
|
|
2016
Q1 | $569K | Hold |
14,148
| – | – | 0.05% | 94 |
|
|
2015
Q4 | $569K | Buy |
14,148
+5,488
| +63% | +$221K | 0.05% | 94 |
|
|
2015
Q3 | $340K | Sell |
8,660
-82,980
| -91% | -$3.26M | 0.04% | 102 |
|
|
2015
Q2 | $3.88M | Buy |
+91,640
| New | +$3.88M | 0.26% | 72 |
|