Parker Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,560
| Closed | -$525K | – | 25 |
|
|
2017
Q4 | $525K | Hold |
6,560
| – | – | 0.19% | 19 |
|
|
2017
Q3 | $501K | Sell |
6,560
-138
| -2% | -$10.5K | 0.22% | 16 |
|
|
2017
Q2 | $497K | Sell |
6,698
-164
| -2% | -$12.2K | 0.25% | 15 |
|
|
2017
Q1 | $509K | Sell |
6,862
-166
| -2% | -$12.3K | 0.26% | 16 |
|
|
2016
Q4 | $510K | Buy |
7,028
+30
| +0.4% | +$2.18K | 0.27% | 17 |
|
|
2016
Q3 | $465K | Sell |
6,998
-72
| -1% | -$4.78K | 0.16% | 27 |
|
|
2016
Q2 | $453K | Buy |
7,070
+514
| +8% | +$32.9K | 0.17% | 28 |
|
|
2016
Q1 | $407K | Buy |
+6,556
| New | +$407K | 0.15% | 28 |
|