Endurance Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | $174K | Sell |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $248K | Buy |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $209K | Buy |
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|
2017
Q1 | $205K | Hold |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $171 | Hold |
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|
2015
Q4 | $162K | Buy |
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|
2015
Q3 | $166K | Buy |
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|
2015
Q2 | $168K | Buy |
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