Realta Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-12
| Closed | -$1.06K | – | 541 |
|
2024
Q2 | $1.06K | Hold |
12
| – | – | ﹤0.01% | 774 |
|
2024
Q1 | $1.1K | Buy |
+12
| New | +$1.1K | ﹤0.01% | 793 |
|
2023
Q4 | – | Sell |
-12
| Closed | -$900 | – | 595 |
|
2023
Q3 | $900 | Hold |
12
| – | – | ﹤0.01% | 776 |
|
2023
Q2 | $900 | Buy |
+12
| New | +$900 | ﹤0.01% | 818 |
|
2023
Q1 | – | Sell |
-477
| Closed | -$32.6K | – | 601 |
|
2022
Q4 | $32.6K | Buy |
477
+25
| +6% | +$1.71K | 0.01% | 588 |
|
2022
Q3 | $28K | Buy |
+452
| New | +$28K | 0.01% | 593 |
|
2020
Q1 | – | Sell |
-1,260
| Closed | -$74K | – | 819 |
|
2019
Q4 | $74K | Sell |
1,260
-96
| -7% | -$5.64K | 0.02% | 574 |
|
2019
Q3 | $75K | Buy |
1,356
+204
| +18% | +$11.3K | 0.02% | 564 |
|
2019
Q2 | $65K | Buy |
1,152
+520
| +82% | +$29.3K | 0.02% | 615 |
|
2019
Q1 | $35K | Buy |
+632
| New | +$35K | 0.02% | 638 |
|