MYCIO Wealth Partners’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
Q1 | – | Sell |
-1,420
| Closed | -$84K | – | 203 |
|
|
2019
Q4 | $84K | Buy |
1,420
+8
| +0.6% | +$473 | 0.01% | 367 |
|
|
2019
Q3 | $79K | Hold |
1,412
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $80K | Buy |
+1,412
| New | +$80K | 0.01% | 322 |
|
|
2016
Q4 | – | Sell |
-1,364
| Closed | -$60K | – | 427 |
|
|
2016
Q3 | $60K | Hold |
1,364
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $58K | Buy |
1,364
+4
| +0.3% | +$170 | 0.01% | 316 |
|
|
2016
Q1 | $55K | Sell |
1,360
-272
| -17% | -$11K | 0.01% | 307 |
|
|
2015
Q4 | $66K | Buy |
1,632
+4
| +0.2% | +$162 | 0.01% | 258 |
|
|
2015
Q3 | $64K | Buy |
1,628
+4
| +0.2% | +$157 | 0.01% | 264 |
|
|
2015
Q2 | $69K | Sell |
1,624
-44
| -3% | -$1.87K | 0.01% | 260 |
|
|
2015
Q1 | $72K | Buy |
1,668
+4
| +0.2% | +$173 | 0.01% | 248 |
|
|
2014
Q4 | $66K | Buy |
1,664
+4
| +0.2% | +$159 | 0.01% | 238 |
|
|
2014
Q3 | $63K | Buy |
1,660
+4
| +0.2% | +$152 | 0.01% | 234 |
|
|
2014
Q2 | $65K | Buy |
1,656
+4
| +0.2% | +$157 | 0.01% | 240 |
|
|
2014
Q1 | $63K | Hold |
1,652
| – | – | 0.02% | 235 |
|
|
2013
Q4 | $62K | Buy |
1,652
+8
| +0.5% | +$300 | 0.02% | 230 |
|
|
2013
Q3 | $57K | Buy |
1,644
+4
| +0.2% | +$139 | 0.02% | 222 |
|
|
2013
Q2 | $53K | Buy |
+1,640
| New | +$53K | 0.01% | 225 |
|