Relaxing Retirement Coach’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $208K | Buy |
+1,940
| New | +$208K | 0.06% | 72 |
|
2022
Q2 | – | Sell |
-1,940
| Closed | -$213K | – | 60 |
|
2022
Q1 | $213K | Hold |
1,940
| – | – | 0.11% | 52 |
|
2021
Q4 | $215K | Buy |
+1,940
| New | +$215K | 0.12% | 54 |
|
2021
Q3 | – | Sell |
-1,940
| Closed | -$204K | – | 48 |
|
2021
Q2 | $204K | Buy |
+1,940
| New | +$204K | 0.17% | 46 |
|
2020
Q4 | – | Sell |
-3,880
| Closed | -$262K | – | 50 |
|
2020
Q3 | $262K | Buy |
+3,880
| New | +$262K | 0.11% | 53 |
|