Parcion Private Wealth’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 |
-5,702
| Closed | -$625K | – | 217 |
|
|
2022
Q1 | $625K | Buy |
+5,702
| New | +$625K | 0.06% | 129 |
|
|
2020
Q3 | – | Sell |
-8,190
| Closed | -$546K | – | 184 |
|
|
2020
Q2 | $546K | Hold |
8,190
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $449K | Buy |
8,190
+5,570
| +213% | +$305K | 0.12% | 105 |
|
|
2019
Q4 | $224K | Buy |
+2,620
| New | +$224K | 0.05% | 195 |
|