MA Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,464
| Closed | -$244K | – | 86 |
|
|
2020
Q1 | $244K | Buy |
5,464
+4
| +0.1% | +$179 | 0.07% | 73 |
|
|
2019
Q4 | $325K | Sell |
5,460
-5,652
| -51% | -$336K | 0.1% | 52 |
|
|
2019
Q3 | $622K | Sell |
11,112
-1,692
| -13% | -$94.7K | 0.17% | 50 |
|
|
2019
Q2 | $724K | Sell |
12,804
-2,988
| -19% | -$169K | 0.21% | 50 |
|
|
2019
Q1 | $865K | Sell |
15,792
-8,568
| -35% | -$469K | 0.27% | 47 |
|
|
2018
Q4 | $1.17M | Buy |
+24,360
| New | +$1.17M | 0.44% | 41 |
|