First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,290
| Closed | -$210K | – | 251 |
|
|
2014
Q4 | $210K | Buy |
+3,290
| New | +$210K | 0.02% | 214 |
|
|
2014
Q3 | – | Sell |
-3,402
| Closed | -$216K | – | 250 |
|
|
2014
Q2 | $216K | Sell |
3,402
-254
| -7% | -$16.1K | 0.02% | 200 |
|
|
2014
Q1 | $220K | Sell |
3,656
-260
| -7% | -$15.6K | 0.03% | 167 |
|
|
2013
Q4 | $228K | Buy |
+3,916
| New | +$228K | 0.03% | 164 |
|