Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-136
| Closed | -$9K | – | 251 |
|
|
2022
Q2 | $9K | Hold |
136
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $11K | Buy |
+136
| New | +$11K | 0.01% | 310 |
|
|
2021
Q4 | – | Sell |
-136
| Closed | -$11K | – | 319 |
|
|
2021
Q3 | $11K | Hold |
136
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $11K | Hold |
136
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $11K | Hold |
136
| – | – | ﹤0.01% | 352 |
|
|
2020
Q4 | $10K | Buy |
+136
| New | +$10K | 0.01% | 338 |
|
|
2020
Q3 | – | Sell |
-136
| Closed | -$8K | – | 251 |
|
|
2020
Q2 | $8K | Hold |
136
| – | – | 0.01% | 336 |
|
|
2020
Q1 | $6K | Hold |
136
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $8K | Hold |
136
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $8K | Hold |
136
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $8K | Sell |
136
-30,276
| -100% | -$1.78M | 0.01% | 321 |
|
|
2019
Q1 | $34 | Buy |
+30,412
| New | +$34 | ﹤0.01% | 303 |
|