Omega Financial Group’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 |
-7,796
| Closed | -$464K | – | 57 |
|
2019
Q4 | $464K | Sell |
7,796
-40
| -0.5% | -$2.38K | 0.3% | 50 |
|
2019
Q3 | $439K | Sell |
7,836
-116
| -1% | -$6.5K | 0.31% | 50 |
|
2019
Q2 | $450K | Sell |
7,952
-160
| -2% | -$9.05K | 0.33% | 49 |
|
2019
Q1 | $444K | Hold |
8,112
| – | – | 0.33% | 51 |
|
2018
Q4 | $388K | Buy |
+8,112
| New | +$388K | 0.34% | 48 |
|