M&R Capital Management’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
Q3 | – | Sell |
-10
| Closed | -$1.14K | – | 584 |
|
|
2024
Q2 | $1.14K | Hold |
10
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $1.18K | Hold |
10
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $1.14K | Sell |
10
-15
| -60% | -$1.71K | ﹤0.01% | 601 |
|
|
2023
Q3 | $2.52K | Sell |
25
-40
| -62% | -$4.04K | ﹤0.01% | 518 |
|
|
2023
Q2 | $6.96K | Hold |
65
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $6.68K | Buy |
65
+40
| +160% | +$4.11K | ﹤0.01% | 420 |
|
|
2022
Q4 | $2.52K | Buy |
+25
| New | +$2.52K | ﹤0.01% | 462 |
|