GGM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,808
| Closed | -$371K | – | 139 |
|
|
2022
Q3 | $371K | Sell |
3,808
-185
| -5% | -$18K | 0.2% | 86 |
|
|
2022
Q2 | $379K | Hold |
3,993
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $436K | Buy |
3,993
+263
| +7% | +$28.7K | 0.22% | 82 |
|
|
2021
Q4 | $418K | Hold |
3,730
| – | – | 0.33% | 60 |
|
|
2021
Q3 | $408K | Hold |
3,730
| – | – | 0.32% | 57 |
|
|
2021
Q2 | $381K | Hold |
3,730
| – | – | 0.32% | 58 |
|
|
2021
Q1 | $398K | Hold |
3,730
| – | – | 0.32% | 57 |
|
|
2020
Q4 | $337K | Buy |
+3,730
| New | +$337K | 0.33% | 51 |
|