Elite Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $23K | Buy |
+346
| New | +$23K | 0.04% | 80 |
|
|
2014
Q4 | – | Sell |
-546
| Closed | -$33K | – | 249 |
|
|
2014
Q3 | $33K | Hold |
546
| – | – | 0.03% | 134 |
|
|
2014
Q2 | $35K | Hold |
546
| – | – | 0.03% | 130 |
|
|
2014
Q1 | $33K | Sell |
546
-1,086
| -67% | -$65.6K | 0.03% | 150 |
|
|
2013
Q4 | $95K | Buy |
1,632
+1,086
| +199% | +$63.2K | 0.07% | 106 |
|
|
2013
Q3 | $29K | Buy |
+546
| New | +$29K | 0.03% | 206 |
|