Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,384
| Closed | -$329K | – | 475 |
|
|
2023
Q2 | $329K | Sell |
4,384
-378
| -8% | -$28.4K | 0.06% | 314 |
|
|
2023
Q1 | $341K | Hold |
4,762
| – | – | 0.07% | 303 |
|
|
2022
Q4 | $325K | Sell |
4,762
-319
| -6% | -$21.8K | 0.04% | 296 |
|
|
2022
Q3 | $320K | Sell |
5,081
-1,019
| -17% | -$64.2K | 0.08% | 285 |
|
|
2022
Q2 | $389K | Buy |
6,100
+1,323
| +28% | +$84.4K | 0.08% | 251 |
|
|
2022
Q1 | $369K | Buy |
4,777
+252
| +6% | +$19.5K | 0.07% | 291 |
|
|
2021
Q4 | $386K | Sell |
4,525
-1,676
| -27% | -$143K | 0.06% | 292 |
|
|
2021
Q3 | $491K | Sell |
6,201
-931
| -13% | -$73.7K | 0.09% | 237 |
|
|
2021
Q2 | $577K | Buy |
+7,132
| New | +$577K | 0.11% | 205 |
|
|
2019
Q3 | – | Sell |
-220
| Closed | -$12K | – | 1384 |
|
|
2019
Q2 | $12K | Buy |
+220
| New | +$12K | 0.01% | 765 |
|
|
2017
Q1 | – | Sell |
-224
| Closed | -$10K | – | 831 |
|
|
2016
Q4 | $10K | Buy |
+224
| New | +$10K | 0.01% | 461 |
|