McDonald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,234
| Closed | -$305K | – | 250 |
|
|
2022
Q2 | $305K | Hold |
3,234
| – | – | 0.08% | 234 |
|
|
2022
Q1 | $355K | Buy |
+3,234
| New | +$355K | 0.08% | 235 |
|
|
2021
Q4 | – | Sell |
-3,234
| Closed | -$333K | – | 629 |
|
|
2021
Q3 | $333K | Hold |
3,234
| – | – | 0.08% | 238 |
|
|
2021
Q2 | $341K | Sell |
3,234
-302
| -9% | -$31.8K | 0.08% | 233 |
|
|
2021
Q1 | $360K | Hold |
3,536
| – | – | 0.09% | 211 |
|
|
2020
Q4 | $305K | Buy |
+3,536
| New | +$305K | 0.09% | 227 |
|