O'Brien Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $153K | Sell |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $340K | Hold |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $499K | Sell |
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|
2017
Q1 | $946K | Sell |
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.53M | Sell |
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|
2016
Q1 | $1.55M | Sell |
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|
2015
Q4 | $2.65M | Buy |
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