Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,200
| Closed | -$178K | – | 579 |
|
|
2018
Q2 | $178K | Buy |
2,200
+168
| +8% | +$13.6K | 0.04% | 169 |
|
|
2018
Q1 | $157K | Sell |
2,032
-2,032
| -50% | -$157K | 0.04% | 171 |
|
|
2017
Q4 | $325K | Buy |
4,064
+2,032
| +100% | +$163K | 0.09% | 100 |
|
|
2017
Q3 | $155K | Hold |
2,032
| – | – | 0.05% | 120 |
|
|
2017
Q2 | $151K | Buy |
+2,032
| New | +$151K | 0.06% | 126 |
|