Kanaly Trust’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $147K | Buy |
+2,024
| New | +$147K | 0.03% | 169 |
|
2015
Q1 | – | Sell |
-574
| Closed | -$37K | – | 713 |
|
2014
Q4 | $37K | Hold |
574
| – | – | 0.01% | 318 |
|
2014
Q3 | $35K | Hold |
574
| – | – | 0.01% | 331 |
|
2014
Q2 | $36K | Hold |
574
| – | – | 0.01% | 340 |
|
2014
Q1 | $35K | Hold |
574
| – | – | 0.01% | 334 |
|
2013
Q4 | $33K | Buy |
+574
| New | +$33K | 0.01% | 338 |
|