Joseph P. Lucia & Associates’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
Q3 | – | Sell |
-78
| Closed | -$7K | – | 250 |
|
|
2022
Q2 | $7K | Hold |
78
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $9K | Buy |
+78
| New | +$9K | 0.01% | 326 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$8K | – | 318 |
|
|
2021
Q3 | $8K | Hold |
78
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $8K | Hold |
78
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $8K | Hold |
78
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 363 |
|
|
2020
Q3 | – | Sell |
-78
| Closed | -$5K | – | 250 |
|
|
2020
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 352 |
|
|
2019
Q4 | $7K | Hold |
78
| – | – | 0.01% | 338 |
|
|
2019
Q3 | $6K | Hold |
78
| – | – | 0.01% | 351 |
|
|
2019
Q2 | $6K | Sell |
78
-12,592
| -99% | -$969K | 0.01% | 352 |
|
|
2019
Q1 | $39 | Buy |
+12,670
| New | +$39 | ﹤0.01% | 301 |
|