Edge 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
Q4 | – | Sell |
-220
| Closed | -$12K | – | 614 |
|
|
2019
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 397 |
|
|
2019
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 381 |
|
|
2018
Q4 | $11K | Hold |
220
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $13K | Hold |
220
| – | – | ﹤0.01% | 408 |
|
|
2018
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 394 |
|
|
2018
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 356 |
|
|
2017
Q4 | $11K | Hold |
220
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $11K | Hold |
220
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $11K | Hold |
220
| – | – | ﹤0.01% | 347 |
|
|
2017
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $10K | Hold |
220
| – | – | ﹤0.01% | 336 |
|
|
2016
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 329 |
|
|
2016
Q2 | $9K | Hold |
220
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $9K | Sell |
220
-280
| -56% | -$11.5K | ﹤0.01% | 294 |
|
|
2015
Q4 | $20K | Buy |
+500
| New | +$20K | 0.01% | 240 |
|