Hedeker Wealth’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
Q1 | – | Sell |
-2,298
| Closed | -$254K | – | 84 |
|
|
2021
Q4 | $254K | Hold |
2,298
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $236K | Buy |
2,298
+100
| +5% | +$10.3K | 0.07% | 86 |
|
|
2021
Q2 | $231K | Buy |
+2,198
| New | +$231K | 0.07% | 74 |
|
|
2017
Q2 | – | Sell |
-5,464
| Closed | -$405K | – | 85 |
|
|
2017
Q1 | $405K | Buy |
+5,464
| New | +$405K | 0.38% | 74 |
|
|
2016
Q4 | – | Sell |
-790
| Closed | -$2.97K | – | 143 |
|
|
2016
Q3 | $2.97K | Sell |
790
-7,436
| -90% | -$28K | 0.15% | 69 |
|
|
2016
Q2 | $526K | Buy |
+8,226
| New | +$526K | 0.46% | 77 |
|