Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,882
| Closed | -$719K | – | 200 |
|
|
2021
Q2 | $719K | Buy |
8,882
+3
| +0% | +$243 | 0.27% | 86 |
|
|
2021
Q1 | $696K | Sell |
8,879
-229
| -3% | -$18K | 0.28% | 86 |
|
|
2020
Q4 | $658K | Buy |
+9,108
| New | +$658K | 0.26% | 77 |
|
|
2019
Q2 | – | Sell |
-4,948
| Closed | -$271K | – | 99 |
|
|
2019
Q1 | $271K | Buy |
4,948
+4
| +0.1% | +$219 | 0.09% | 85 |
|
|
2018
Q4 | $236K | Buy |
+4,944
| New | +$236K | 0.09% | 70 |
|