Personal Capital Advisors’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
Q4 | $386K | Buy |
3,828
+563
| +17% | +$56.7K | ﹤0.01% | 341 |
|
|
2022
Q3 | $294K | Hold |
3,265
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $308K | Buy |
3,265
+124
| +4% | +$11.7K | ﹤0.01% | 350 |
|
|
2022
Q1 | $344K | Sell |
3,141
-180
| -5% | -$19.7K | ﹤0.01% | 360 |
|
|
2021
Q4 | $368K | Sell |
3,321
-83
| -2% | -$9.2K | ﹤0.01% | 396 |
|
|
2021
Q3 | $351K | Buy |
3,404
+557
| +20% | +$57.4K | ﹤0.01% | 371 |
|
|
2021
Q2 | $300K | Buy |
2,847
+78
| +3% | +$8.22K | ﹤0.01% | 393 |
|
|
2021
Q1 | $282K | Buy |
2,769
+295
| +12% | +$30K | ﹤0.01% | 403 |
|
|
2020
Q4 | $214K | Buy |
+2,474
| New | +$214K | ﹤0.01% | 435 |
|
|
2020
Q1 | – | Sell |
-3,172
| Closed | -$271K | – | 367 |
|
|
2019
Q4 | $271K | Buy |
+3,172
| New | +$271K | ﹤0.01% | 344 |
|