San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $24K | Hold |
296
| – | – | 0.01% | 459 |
|
|
2021
Q1 | $23K | Hold |
296
| – | – | 0.01% | 476 |
|
|
2020
Q4 | $21K | Sell |
296
-584
| -66% | -$41.4K | 0.01% | 459 |
|
|
2020
Q3 | $53K | Hold |
880
| – | – | 0.03% | 322 |
|
|
2020
Q2 | $49K | Hold |
880
| – | – | 0.03% | 328 |
|
|
2020
Q1 | $39K | Sell |
880
-512
| -37% | -$22.7K | 0.02% | 306 |
|
|
2019
Q4 | $83K | Hold |
1,392
| – | – | 0.04% | 304 |
|
|
2019
Q3 | $78K | Hold |
1,392
| – | – | 0.04% | 309 |
|
|
2019
Q2 | $79K | Sell |
1,392
-392
| -22% | -$22.2K | 0.04% | 307 |
|
|
2019
Q1 | $98K | Hold |
1,784
| – | – | 0.04% | 304 |
|
|
2018
Q4 | $85K | Hold |
1,784
| – | – | 0.04% | 297 |
|
|
2018
Q3 | $104K | Sell |
1,784
-260
| -13% | -$15.2K | 0.04% | 300 |
|
|
2018
Q2 | $115K | Sell |
2,044
-1,476
| -42% | -$83K | 0.05% | 289 |
|
|
2018
Q1 | $192K | Hold |
3,520
| – | – | 0.06% | 276 |
|
|
2017
Q4 | $190K | Buy |
3,520
+892
| +34% | +$48.1K | 0.06% | 270 |
|
|
2017
Q3 | $133K | Buy |
2,628
+1,048
| +66% | +$53K | 0.04% | 302 |
|
|
2017
Q2 | $78K | Buy |
+1,580
| New | +$78K | 0.03% | 318 |
|