Northwest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-540
| Closed | -$30K | – | 296 |
|
|
2019
Q1 | $30K | Hold |
540
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $26K | Sell |
540
-176
| -25% | -$8.47K | 0.02% | 258 |
|
|
2018
Q3 | $42K | Sell |
716
-92
| -11% | -$5.4K | 0.03% | 225 |
|
|
2018
Q2 | $45K | Hold |
808
| – | – | 0.03% | 219 |
|
|
2018
Q1 | $44K | Buy |
+808
| New | +$44K | 0.03% | 226 |
|