First Western Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-32,492
| Closed | -$1.31M | – | 99 |
|
2015
Q4 | $1.31M | Buy |
32,492
+7,072
| +28% | +$284K | 0.41% | 77 |
|
2015
Q3 | $998K | Sell |
25,420
-20,068
| -44% | -$788K | 0.33% | 89 |
|
2015
Q2 | $1.93M | Sell |
45,488
-112
| -0.2% | -$4.75K | 0.62% | 70 |
|
2015
Q1 | $1.96M | Buy |
45,600
+668
| +1% | +$28.6K | 0.59% | 76 |
|
2014
Q4 | $1.79M | Sell |
44,932
-1,240
| -3% | -$49.5K | 0.53% | 77 |
|
2014
Q3 | $1.75M | Buy |
+46,172
| New | +$1.75M | 0.52% | 73 |
|