Opes Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.59M | Sell |
37,382
-1,102
| -3% | -$76.2K | 1.85% | 18 |
|
|
2018
Q3 | $3.22M | Sell |
38,484
-1,162
| -3% | -$97.2K | 2.35% | 16 |
|
|
2018
Q2 | $3.21M | Sell |
39,646
-810
| -2% | -$65.6K | 2.35% | 16 |
|
|
2018
Q1 | $3.13M | Sell |
40,456
-15,504
| -28% | -$1.2M | 2.52% | 14 |
|
|
2017
Q4 | $4.48M | Sell |
55,960
-5,676
| -9% | -$454K | 3.19% | 13 |
|
|
2017
Q3 | $4.71M | Sell |
61,636
-2,924
| -5% | -$223K | 3.01% | 14 |
|
|
2017
Q2 | $4.86M | Sell |
64,560
-1,544
| -2% | -$116K | 3.01% | 13 |
|
|
2017
Q1 | $4.91M | Buy |
66,104
+2,864
| +5% | +$213K | 3.46% | 11 |
|
|
2016
Q4 | $4.59M | Buy |
+63,240
| New | +$4.59M | 4.72% | 7 |
|