SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-214
| Closed | -$17K | – | 342 |
|
|
2019
Q2 | $17K | Hold |
214
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $17K | Hold |
214
| – | – | 0.01% | 343 |
|
|
2018
Q4 | $15K | Hold |
214
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $18K | Hold |
214
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $17K | Hold |
214
| – | – | 0.01% | 363 |
|
|
2018
Q1 | $17K | Sell |
214
-70
| -25% | -$5.56K | 0.01% | 371 |
|
|
2017
Q4 | $23K | Buy |
284
+174
| +158% | +$14.1K | 0.01% | 355 |
|
|
2017
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 468 |
|
|
2017
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 473 |
|
|
2017
Q1 | $8K | Sell |
110
-24
| -18% | -$1.75K | 0.01% | 453 |
|
|
2016
Q4 | $9K | Hold |
134
| – | – | 0.01% | 450 |
|
|
2016
Q3 | $9K | Hold |
134
| – | – | 0.01% | 445 |
|
|
2016
Q2 | $9K | Buy |
+134
| New | +$9K | 0.01% | 520 |
|