Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-697
| Closed | -$79.4K | – | 141 |
|
|
2023
Q4 | $79.4K | Buy |
+697
| New | +$79.4K | 0.08% | 86 |
|
|
2022
Q3 | $50.8K | Hold |
564
| – | – | 0.06% | 89 |
|
|
2022
Q2 | $53K | Hold |
564
| – | – | 0.06% | 85 |
|
|
2022
Q1 | $62K | Hold |
564
| – | – | 0.06% | 81 |
|
|
2021
Q4 | $63K | Buy |
+564
| New | +$63K | 0.06% | 80 |
|