Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-150
| Closed | -$12K | – | 378 |
|
|
2019
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 484 |
|
|
2018
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 482 |
|
|
2018
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 513 |
|
|
2018
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 504 |
|
|
2017
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 509 |
|
|
2017
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 548 |
|
|
2017
Q2 | $11K | Sell |
150
-306
| -67% | -$22.4K | ﹤0.01% | 481 |
|
|
2017
Q1 | $34K | Hold |
456
| – | – | 0.01% | 366 |
|
|
2016
Q4 | $34K | Hold |
456
| – | – | 0.02% | 365 |
|
|
2016
Q3 | $30K | Hold |
456
| – | – | 0.01% | 391 |
|
|
2016
Q2 | $29K | Hold |
456
| – | – | 0.01% | 398 |
|
|
2016
Q1 | $28K | Hold |
456
| – | – | 0.01% | 390 |
|
|
2015
Q4 | $26K | Buy |
+456
| New | +$26K | 0.01% | 408 |
|