Lenox Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$33K Hold
2021
Q4
$35K Buy
2021
Q3
$12K Hold
2021
Q2
$12K Buy
2020
Q3
Sell
2020
Q2
$4K Buy
2020
Q1
Sell
2019
Q4
$13K Buy