LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $521K | Sell |
7,024
-3,700
| -35% | -$274K | 0.27% | 65 |
|
|
2016
Q4 | $779K | Buy |
10,724
+50
| +0.5% | +$3.63K | 0.43% | 42 |
|
|
2016
Q3 | $710K | Buy |
10,674
+444
| +4% | +$29.5K | 0.4% | 43 |
|
|
2016
Q2 | $655K | Buy |
10,230
+30
| +0.3% | +$1.92K | 0.37% | 47 |
|
|
2016
Q1 | $633K | Hold |
10,200
| – | – | 0.37% | 47 |
|
|
2015
Q4 | $598K | Buy |
10,200
+884
| +9% | +$51.8K | 0.34% | 49 |
|
|
2015
Q3 | $537K | Sell |
9,316
-400
| -4% | -$23.1K | 0.34% | 53 |
|
|
2015
Q2 | $626K | Buy |
9,716
+70
| +0.7% | +$4.51K | 0.39% | 45 |
|
|
2015
Q1 | $632K | Buy |
9,646
+1,350
| +16% | +$88.5K | 0.4% | 43 |
|
|
2014
Q4 | $530K | Buy |
8,296
+300
| +4% | +$19.2K | 0.35% | 48 |
|
|
2014
Q3 | $481K | Buy |
7,996
+696
| +10% | +$41.9K | 0.33% | 47 |
|
|
2014
Q2 | $463K | Hold |
7,300
| – | – | 0.38% | 49 |
|
|
2014
Q1 | $440K | Sell |
7,300
-520
| -7% | -$31.3K | 0.36% | 52 |
|
|
2013
Q4 | $454K | Buy |
+7,820
| New | +$454K | 0.37% | 52 |
|