Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-76
| Closed | -$7K | – | 133 |
|
|
2022
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 175 |
|
|
2022
Q2 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 182 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 134 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 196 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 220 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 222 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 237 |
|
|
2020
Q2 | $0 | Sell |
6
-26
| -81% | – | ﹤0.01% | 224 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 188 |
|
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 193 |
|
|
2019
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 183 |
|
|
2019
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 174 |
|