Plancorp LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,474
| Closed | -$211K | – | 172 |
|
|
2019
Q4 | $211K | Buy |
+2,474
| New | +$211K | 0.06% | 184 |
|
|
2019
Q1 | – | Sell |
-3,590
| Closed | -$248K | – | 177 |
|
|
2018
Q4 | $248K | Hold |
3,590
| – | – | 0.11% | 131 |
|
|
2018
Q3 | $300K | Hold |
3,590
| – | – | 0.12% | 131 |
|
|
2018
Q2 | $291K | Hold |
3,590
| – | – | 0.12% | 133 |
|
|
2018
Q1 | $277K | Sell |
3,590
-200
| -5% | -$15.4K | 0.09% | 134 |
|
|
2017
Q4 | $303K | Hold |
3,790
| – | – | 0.1% | 129 |
|
|
2017
Q3 | $289K | Hold |
3,790
| – | – | 0.09% | 128 |
|
|
2017
Q2 | $281K | Buy |
+3,790
| New | +$281K | 0.08% | 131 |
|