First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,780
| Closed | -$138K | – | 796 |
|
|
2018
Q1 | $138K | Buy |
+1,780
| New | +$138K | 0.03% | 254 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$6K | – | 849 |
|
|
2017
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 777 |
|
|
2017
Q1 | $6K | Sell |
80
-96
| -55% | -$7.2K | ﹤0.01% | 781 |
|
|
2016
Q4 | $13K | Hold |
176
| – | – | ﹤0.01% | 640 |
|
|
2016
Q3 | $12K | Hold |
176
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $11K | Hold |
176
| – | – | ﹤0.01% | 543 |
|
|
2016
Q1 | $11K | Sell |
176
-180
| -51% | -$11.3K | 0.01% | 257 |
|
|
2015
Q4 | $21K | Hold |
356
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $21K | Hold |
356
| – | – | 0.01% | 231 |
|
|
2015
Q2 | $23K | Hold |
356
| – | – | 0.01% | 220 |
|
|
2015
Q1 | $24K | Hold |
356
| – | – | 0.01% | 214 |
|
|
2014
Q4 | $22K | Buy |
+356
| New | +$22K | 0.01% | 207 |
|