Great Diamond Partners’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 |
-53,337
| Closed | -$4.8M | – | 217 |
|
|
2022
Q3 | $4.8M | Buy |
53,337
+24
| +0% | +$2.16K | 1.64% | 12 |
|
|
2022
Q2 | $5.03M | Buy |
53,313
+431
| +0.8% | +$40.7K | 1.67% | 11 |
|
|
2022
Q1 | $5.8M | Buy |
+52,882
| New | +$5.8M | 1.61% | 10 |
|
|
2020
Q1 | – | Sell |
-308
| Closed | -$26K | – | 353 |
|
|
2019
Q4 | $26K | Buy |
+308
| New | +$26K | 0.01% | 407 |
|