Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,298
| Closed | -$247K | – | 316 |
|
|
2023
Q2 | $247K | Hold |
3,298
| – | – | 0.05% | 295 |
|
|
2023
Q1 | $236K | Hold |
3,298
| – | – | 0.05% | 303 |
|
|
2022
Q4 | $225K | Sell |
3,298
-20
| -0.6% | -$1.37K | 0.05% | 312 |
|
|
2022
Q3 | $209K | Hold |
3,318
| – | – | 0.05% | 295 |
|
|
2022
Q2 | $211K | Buy |
+3,318
| New | +$211K | 0.04% | 334 |
|