Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $477K | Buy |
8,740
+88
| +1% | +$4.8K | 0.31% | 78 |
|
|
2017
Q4 | $467K | Sell |
8,652
-256
| -3% | -$13.8K | 0.29% | 73 |
|
|
2017
Q3 | $451K | Buy |
8,908
+88
| +1% | +$4.46K | 0.3% | 71 |
|
|
2017
Q2 | $433K | Sell |
8,820
-160
| -2% | -$7.86K | 0.3% | 72 |
|
|
2017
Q1 | $428K | Sell |
8,980
-296
| -3% | -$14.1K | 0.31% | 74 |
|
|
2016
Q4 | $422K | Sell |
9,276
-284
| -3% | -$12.9K | 0.35% | 62 |
|
|
2016
Q3 | $417K | Sell |
9,560
-1,292
| -12% | -$56.4K | 0.32% | 77 |
|
|
2016
Q2 | $458K | Sell |
10,852
-2,396
| -18% | -$101K | 0.38% | 76 |
|
|
2016
Q1 | $538K | Sell |
13,248
-2,364
| -15% | -$96K | 0.5% | 65 |
|
|
2015
Q4 | $628K | Buy |
+15,612
| New | +$628K | 0.6% | 61 |
|