GYL Financial Synergies’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,124
| Closed | -$363K | – | 366 |
|
2024
Q2 | $363K | Hold |
4,124
| – | – | 0.03% | 275 |
|
2024
Q1 | $376K | Hold |
4,124
| – | – | 0.03% | 273 |
|
2023
Q4 | $327K | Hold |
4,124
| – | – | 0.03% | 282 |
|
2023
Q3 | $298K | Hold |
4,124
| – | – | 0.03% | 274 |
|
2023
Q2 | $309K | Hold |
4,124
| – | – | 0.03% | 279 |
|
2023
Q1 | $295K | Sell |
4,124
-6,497
| -61% | -$465K | 0.04% | 237 |
|
2022
Q4 | $725K | Buy |
10,621
+6,497
| +158% | +$444K | 0.16% | 95 |
|
2022
Q3 | $260K | Hold |
4,124
| – | – | 0.07% | 164 |
|
2022
Q2 | $263K | Buy |
+4,124
| New | +$263K | 0.07% | 160 |
|
2020
Q1 | – | Sell |
-13,900
| Closed | -$827K | – | 164 |
|
2019
Q4 | $827K | Buy |
13,900
+24
| +0.2% | +$1.43K | 0.37% | 50 |
|
2019
Q3 | $777K | Sell |
13,876
-96
| -0.7% | -$5.38K | 0.39% | 51 |
|
2019
Q2 | $790K | Buy |
13,972
+8,016
| +135% | +$453K | 0.42% | 49 |
|
2019
Q1 | $326K | Hold |
5,956
| – | – | 0.18% | 101 |
|
2018
Q4 | $285K | Buy |
+5,956
| New | +$285K | 0.21% | 98 |
|