Oxinas Partners Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,367
| Closed | -$642K | – | 116 |
|
|
2022
Q4 | $642K | Buy |
6,367
+3,694
| +138% | +$372K | 0.54% | 49 |
|
|
2022
Q3 | $241K | Buy |
+2,673
| New | +$241K | 0.2% | 77 |
|
|
2022
Q2 | – | Sell |
-5,170
| Closed | -$567K | – | 107 |
|
|
2022
Q1 | $567K | Buy |
5,170
+243
| +5% | +$26.7K | 0.36% | 58 |
|
|
2021
Q4 | $545K | Buy |
4,927
+719
| +17% | +$79.5K | 0.31% | 81 |
|
|
2021
Q3 | $434K | Buy |
+4,208
| New | +$434K | 0.25% | 89 |
|