Oak Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-76
| Closed | -$7.81K | – | 233 |
|
|
2023
Q1 | $7.81K | Hold |
76
| – | – | ﹤0.01% | 214 |
|
|
2022
Q4 | $7.66K | Hold |
76
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 207 |
|
|
2022
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 223 |
|
|
2021
Q4 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 228 |
|