HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,812
| Closed | -$667K | – | 182 |
|
|
2019
Q4 | $667K | Hold |
7,812
| – | – | 0.11% | 128 |
|
|
2019
Q3 | $625K | Hold |
7,812
| – | – | 0.11% | 130 |
|
|
2019
Q2 | $623K | Hold |
7,812
| – | – | 0.11% | 127 |
|
|
2019
Q1 | $613K | Buy |
7,812
+1,854
| +31% | +$145K | 0.11% | 124 |
|
|
2018
Q4 | $412K | Buy |
+5,958
| New | +$412K | 0.08% | 132 |
|