Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-106
| Closed | -$8K | – | 842 |
|
|
2022
Q1 | $8K | Buy |
+106
| New | +$8K | ﹤0.01% | 671 |
|
|
2019
Q2 | – | Sell |
-720
| Closed | -$39K | – | 961 |
|
|
2019
Q1 | $39K | Hold |
720
| – | – | 0.01% | 553 |
|
|
2018
Q4 | $34K | Hold |
720
| – | – | 0.01% | 538 |
|
|
2018
Q3 | $42K | Hold |
720
| – | – | 0.01% | 561 |
|
|
2018
Q2 | $40K | Hold |
720
| – | – | 0.01% | 572 |
|
|
2018
Q1 | $39K | Buy |
+720
| New | +$39K | 0.01% | 571 |
|
|
2015
Q1 | $17K | Hold |
408
| – | – | 0.01% | 723 |
|
|
2014
Q4 | $16K | Hold |
408
| – | – | 0.01% | 768 |
|
|
2014
Q3 | $15K | Hold |
408
| – | – | 0.01% | 695 |
|
|
2014
Q2 | $16K | Hold |
408
| – | – | 0.01% | 699 |
|
|
2014
Q1 | $16K | Hold |
408
| – | – | 0.01% | 541 |
|
|
2013
Q4 | $15K | Hold |
408
| – | – | 0.01% | 557 |
|
|
2013
Q3 | $14K | Buy |
+408
| New | +$14K | 0.01% | 540 |
|