FinTrust Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $25.5K | Buy |
206
+106
| +106% | +$13.1K | ﹤0.01% | 750 |
|
2024
Q2 | $11.3K | Sell |
100
-70
| -41% | -$7.94K | ﹤0.01% | 860 |
|
2024
Q1 | $20.1K | Hold |
170
| – | – | ﹤0.01% | 715 |
|
2023
Q4 | $19.4K | Buy |
170
+70
| +70% | +$7.98K | ﹤0.01% | 679 |
|
2023
Q3 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
2023
Q2 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
2023
Q1 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
2022
Q4 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 867 |
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 882 |
|
2022
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 912 |
|