Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,709
| Closed | -$279K | – | 80 |
|
|
2021
Q3 | $279K | Buy |
2,709
+1
| +0% | +$103 | 0.12% | 63 |
|
|
2021
Q2 | $285K | Buy |
2,708
+1
| +0% | +$105 | 0.12% | 63 |
|
|
2021
Q1 | $276K | Sell |
2,707
-1,099
| -29% | -$112K | 0.12% | 60 |
|
|
2020
Q4 | $328K | Sell |
3,806
-1,120
| -23% | -$96.5K | 0.15% | 51 |
|
|
2020
Q3 | $332K | Buy |
4,926
+2
| +0% | +$135 | 0.17% | 52 |
|
|
2020
Q2 | $327K | Sell |
4,924
-2,232
| -31% | -$148K | 0.18% | 49 |
|
|
2020
Q1 | $393K | Sell |
7,156
-2,940
| -29% | -$161K | 0.24% | 38 |
|
|
2019
Q4 | $862K | Buy |
10,096
+2
| +0% | +$171 | 0.37% | 28 |
|
|
2019
Q3 | $807K | Sell |
10,094
-74
| -0.7% | -$5.92K | 0.37% | 27 |
|
|
2019
Q2 | $811K | Buy |
10,168
+152
| +2% | +$12.1K | 0.39% | 23 |
|
|
2019
Q1 | $786K | Buy |
+10,016
| New | +$786K | 0.42% | 26 |
|