Lenox Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 552 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$6K | – | 607 |
|
|
2020
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 414 |
|
|
2020
Q1 | – | Sell |
-220
| Closed | -$13K | – | 853 |
|
|
2019
Q4 | $13K | Buy |
+220
| New | +$13K | ﹤0.01% | 387 |
|