Gradient Investments’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
Q2 | – | Hold |
0
| – | -$19 | – | 1433 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1189 |
|
|
2022
Q3 | – | Sell |
-356
| Closed | -$34K | – | 1427 |
|
|
2022
Q2 | $34K | Hold |
356
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $39K | Hold |
356
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $39K | Hold |
356
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $37K | Hold |
356
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $38K | Hold |
356
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $36K | Buy |
356
+178
| +100% | +$18K | ﹤0.01% | 513 |
|
|
2020
Q4 | $24K | Sell |
178
-178
| -50% | -$24K | ﹤0.01% | 529 |
|
|
2020
Q3 | $24K | Buy |
356
+348
| +4,350% | +$23.5K | ﹤0.01% | 532 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 981 |
|
|
2017
Q2 | – | Sell |
-190
| Closed | -$14K | – | 853 |
|
|
2017
Q1 | $14K | Buy |
+190
| New | +$14K | ﹤0.01% | 456 |
|
|
2016
Q4 | – | Sell |
-242
| Closed | -$16K | – | 759 |
|
|
2016
Q3 | $16K | Buy |
+242
| New | +$16K | ﹤0.01% | 384 |
|
|
2015
Q4 | – | Sell |
-134
| Closed | -$8K | – | 710 |
|
|
2015
Q3 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 406 |
|