Sargent Bickham Lagudis’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $32.8K | Buy |
326
+1
| +0.3% | +$101 | ﹤0.01% | 512 |
|
2022
Q3 | $29K | Hold |
325
| – | – | ﹤0.01% | 508 |
|
2022
Q2 | $31K | Hold |
325
| – | – | ﹤0.01% | 512 |
|
2022
Q1 | $36K | Hold |
325
| – | – | ﹤0.01% | 517 |
|
2021
Q4 | $36K | Buy |
325
+201
| +162% | +$22.3K | ﹤0.01% | 509 |
|
2021
Q3 | $13K | Hold |
124
| – | – | ﹤0.01% | 674 |
|
2021
Q2 | $13K | Hold |
124
| – | – | ﹤0.01% | 675 |
|
2021
Q1 | $13K | Hold |
124
| – | – | ﹤0.01% | 650 |
|
2020
Q4 | $11K | Buy |
124
+52
| +72% | +$4.61K | ﹤0.01% | 647 |
|
2020
Q3 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 659 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 789 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 845 |
|