Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,255
| Closed | -$242K | – | 315 |
|
|
2023
Q2 | $242K | Sell |
2,255
-300
| -12% | -$32.1K | 0.05% | 298 |
|
|
2023
Q1 | $263K | Sell |
2,555
-2
| -0.1% | -$206 | 0.05% | 282 |
|
|
2022
Q4 | $258K | Sell |
2,557
-10
| -0.4% | -$1.01K | 0.06% | 291 |
|
|
2022
Q3 | $231K | Buy |
2,567
+228
| +10% | +$20.5K | 0.05% | 276 |
|
|
2022
Q2 | $221K | Buy |
+2,339
| New | +$221K | 0.05% | 324 |
|