Keystone Wealth Partners’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
Q1 | $20.5M | Buy |
186,991
+14,273
| +8% | +$1.56M | 9.58% | 3 |
|
|
2021
Q4 | $19.1M | Buy |
172,718
+11,241
| +7% | +$1.24M | 8.44% | 4 |
|
|
2021
Q3 | $16.6M | Buy |
161,477
+12,511
| +8% | +$1.29M | 9.17% | 4 |
|
|
2021
Q2 | $15.7M | Buy |
148,966
+11,543
| +8% | +$1.22M | 9.36% | 4 |
|
|
2021
Q1 | $14M | Buy |
137,423
+5,414
| +4% | +$552K | 9.43% | 3 |
|
|
2020
Q4 | $11.4M | Buy |
+132,009
| New | +$11.4M | 9.04% | 4 |
|