Founders Capital Management (Texas)’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 | – | Sell |
-232
| Closed | -$26.3K | – | 383 |
|
|
2024
Q2 | $26.3K | Hold |
232
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $27.4K | Hold |
232
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $26.5K | Hold |
232
| – | – | 0.02% | 201 |
|
|
2023
Q3 | $23.4K | Hold |
232
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $24.9K | Hold |
232
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $24K | Hold |
232
| – | – | 0.02% | 210 |
|
|
2022
Q4 | $23K | Hold |
232
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $21K | Hold |
232
| – | – | 0.02% | 211 |
|
|
2022
Q2 | $22K | Buy |
+232
| New | +$22K | 0.02% | 218 |
|
|
2020
Q1 | $39K | Hold |
714
| – | – | 0.04% | 105 |
|
|
2019
Q4 | $61K | Buy |
714
+6
| +0.8% | +$513 | 0.05% | 91 |
|
|
2019
Q3 | $57K | Hold |
708
| – | – | 0.05% | 102 |
|
|
2019
Q2 | $56K | Buy |
708
+4
| +0.6% | +$316 | 0.05% | 104 |
|
|
2019
Q1 | $55K | Sell |
704
-50
| -7% | -$3.91K | 0.05% | 106 |
|
|
2018
Q4 | $52K | Buy |
754
+8
| +1% | +$552 | 0.06% | 103 |
|
|
2018
Q3 | $62K | Buy |
746
+2
| +0.3% | +$166 | 0.05% | 108 |
|
|
2018
Q2 | $60K | Hold |
744
| – | – | 0.05% | 109 |
|
|
2018
Q1 | $57K | Buy |
744
+4
| +0.5% | +$306 | 0.05% | 127 |
|
|
2017
Q4 | $59K | Buy |
740
+6
| +0.8% | +$478 | 0.05% | 127 |
|
|
2017
Q3 | $56K | Buy |
734
+54
| +8% | +$4.12K | 0.05% | 129 |
|
|
2017
Q2 | $51K | Hold |
680
| – | – | 0.05% | 135 |
|
|
2017
Q1 | $50K | Buy |
+680
| New | +$50K | 0.04% | 135 |
|