Hochman Cole Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $937K | Sell |
11,830
-2,175
| -16% | -$172K | 0.37% | 52 |
|
2021
Q2 | $1.13M | Sell |
14,005
-253
| -2% | -$20.5K | 0.45% | 41 |
|
2021
Q1 | $1.12M | Hold |
14,258
| – | – | 0.47% | 41 |
|
2020
Q4 | $1.03M | Sell |
14,258
-1,966
| -12% | -$142K | 0.44% | 41 |
|
2020
Q3 | $970K | Buy |
16,224
+396
| +3% | +$23.7K | 0.48% | 41 |
|
2020
Q2 | $886K | Hold |
15,828
| – | – | 0.49% | 42 |
|
2020
Q1 | $706K | Hold |
15,828
| – | – | 0.48% | 44 |
|
2019
Q4 | $942K | Sell |
15,828
-252
| -2% | -$15K | 0.51% | 45 |
|
2019
Q3 | $900K | Sell |
16,080
-2,132
| -12% | -$119K | 0.56% | 41 |
|
2019
Q2 | $1.03M | Hold |
18,212
| – | – | 0.61% | 38 |
|
2019
Q1 | $998K | Hold |
18,212
| – | – | 0.59% | 39 |
|
2018
Q4 | $871K | Hold |
18,212
| – | – | 0.6% | 37 |
|
2018
Q3 | $1.06M | Hold |
18,212
| – | – | 0.66% | 33 |
|
2018
Q2 | $1.02M | Sell |
18,212
-436
| -2% | -$24.5K | 0.67% | 37 |
|
2018
Q1 | $1.02M | Hold |
18,648
| – | – | 0.71% | 36 |
|
2017
Q4 | $1.01M | Hold |
18,648
| – | – | 0.63% | 40 |
|
2017
Q3 | $943K | Hold |
18,648
| – | – | 0.62% | 41 |
|
2017
Q2 | $917K | Sell |
18,648
-7,000
| -27% | -$344K | 0.63% | 39 |
|
2017
Q1 | $1.22M | Hold |
25,648
| – | – | 0.89% | 32 |
|
2016
Q4 | $1.17M | Sell |
25,648
-220
| -0.9% | -$10K | 0.85% | 33 |
|
2016
Q3 | $1.13M | Buy |
25,868
+240
| +0.9% | +$10.5K | 0.84% | 35 |
|
2016
Q2 | $1.08M | Hold |
25,628
| – | – | 0.89% | 29 |
|
2016
Q1 | $1.04M | Hold |
25,628
| – | – | 0.89% | 30 |
|
2015
Q4 | $1.03M | Buy |
+25,628
| New | +$1.03M | 0.87% | 32 |
|