Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-98
| Closed | -$11K | – | 841 |
|
|
2022
Q1 | $11K | Buy |
+98
| New | +$11K | ﹤0.01% | 638 |
|
|
2019
Q2 | – | Sell |
-460
| Closed | -$36K | – | 960 |
|
|
2019
Q1 | $36K | Hold |
460
| – | – | 0.01% | 578 |
|
|
2018
Q4 | $32K | Hold |
460
| – | – | 0.01% | 547 |
|
|
2018
Q3 | $38K | Hold |
460
| – | – | 0.01% | 594 |
|
|
2018
Q2 | $37K | Hold |
460
| – | – | 0.01% | 594 |
|
|
2018
Q1 | $36K | Buy |
+460
| New | +$36K | 0.01% | 586 |
|
|
2015
Q1 | $15K | Hold |
236
| – | – | ﹤0.01% | 745 |
|
|
2014
Q4 | $15K | Hold |
236
| – | – | ﹤0.01% | 779 |
|
|
2014
Q3 | $14K | Hold |
236
| – | – | ﹤0.01% | 707 |
|
|
2014
Q2 | $15K | Hold |
236
| – | – | ﹤0.01% | 708 |
|
|
2014
Q1 | $14K | Hold |
236
| – | – | 0.01% | 557 |
|
|
2013
Q4 | $14K | Hold |
236
| – | – | 0.01% | 570 |
|
|
2013
Q3 | $13K | Buy |
+236
| New | +$13K | 0.01% | 550 |
|