Lenox Wealth Advisors’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
Q1 | $33K | Hold |
314
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $35K | Buy |
314
+200
| +175% | +$22.3K | ﹤0.01% | 309 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $12K | Buy |
+114
| New | +$12K | ﹤0.01% | 440 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | -$4K | – | 606 |
|
|
2020
Q2 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$13K | – | 852 |
|
|
2019
Q4 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 386 |
|