GWA
Guidant Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $373K | Hold |
2,336
| – | – | 0.14% | 82 |
|
|
2019
Q2 | $372K | Buy |
2,336
+6
| +0.3% | +$955 | 0.14% | 81 |
|
|
2019
Q1 | $366K | Buy |
+2,330
| New | +$366K | 0.14% | 84 |
|
|
2017
Q1 | – | Sell |
-77
| Closed | -$11K | – | 216 |
|
|
2016
Q4 | $11K | Hold |
77
| – | – | 0.01% | 152 |
|
|
2016
Q3 | $10K | Buy |
+77
| New | +$10K | 0.01% | 159 |
|