Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,274
| Closed | -$279K | – | 267 |
|
|
2019
Q4 | $279K | Hold |
3,274
| – | – | 0.03% | 196 |
|
|
2019
Q3 | $262K | Hold |
3,274
| – | – | 0.03% | 176 |
|
|
2019
Q2 | $261K | Hold |
3,274
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $257K | Hold |
3,274
| – | – | 0.03% | 173 |
|
|
2018
Q4 | $226K | Hold |
3,274
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $274K | Hold |
3,274
| – | – | 0.03% | 151 |
|
|
2018
Q2 | $265K | Hold |
3,274
| – | – | 0.03% | 251 |
|
|
2018
Q1 | $253K | Hold |
3,274
| – | – | 0.03% | 247 |
|
|
2017
Q4 | $262K | Buy |
+3,274
| New | +$262K | 0.03% | 254 |
|