Resurgent Financial Advisors’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
Q4 | – | Sell |
-609
| Closed | -$61.5K | – | 512 |
|
|
2023
Q3 | $61.5K | Hold |
609
| – | – | 0.04% | 292 |
|
|
2023
Q2 | $65.2K | Buy |
+609
| New | +$65.2K | 0.04% | 289 |
|
|
2023
Q1 | – | Sell |
-3,510
| Closed | -$354K | – | 546 |
|
|
2022
Q4 | $354K | Buy |
3,510
+45
| +1% | +$4.54K | 0.19% | 123 |
|
|
2022
Q3 | $312K | Hold |
3,465
| – | – | 0.21% | 129 |
|
|
2022
Q2 | $327K | Buy |
+3,465
| New | +$327K | 0.21% | 122 |
|