Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $513K | Buy |
7,517
+221
| +3% | +$15.1K | ﹤0.01% | 296 |
|
|
2022
Q3 | $460K | Buy |
7,296
+820
| +13% | +$51.7K | ﹤0.01% | 297 |
|
|
2022
Q2 | $413K | Hold |
6,476
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $500K | Sell |
6,476
-42
| -0.6% | -$3.24K | ﹤0.01% | 305 |
|
|
2021
Q4 | $556K | Buy |
6,518
+28
| +0.4% | +$2.39K | ﹤0.01% | 321 |
|
|
2021
Q3 | $514K | Buy |
6,490
+14
| +0.2% | +$1.11K | ﹤0.01% | 308 |
|
|
2021
Q2 | $524K | Buy |
6,476
+3,720
| +135% | +$301K | ﹤0.01% | 300 |
|
|
2021
Q1 | $216K | Sell |
2,756
-720
| -21% | -$56.4K | ﹤0.01% | 448 |
|
|
2020
Q4 | $251K | Buy |
+3,476
| New | +$251K | ﹤0.01% | 409 |
|
|
2020
Q1 | – | Sell |
-8,244
| Closed | -$491K | – | 368 |
|
|
2019
Q4 | $491K | Buy |
+8,244
| New | +$491K | ﹤0.01% | 265 |
|