Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,070
| Closed | -$59K | – | 748 |
|
|
2020
Q1 | $59K | Hold |
1,070
| – | – | 0.03% | 247 |
|
|
2019
Q4 | $91K | Hold |
1,070
| – | – | 0.04% | 228 |
|
|
2019
Q3 | $86K | Hold |
1,070
| – | – | 0.04% | 210 |
|
|
2019
Q2 | $85K | Hold |
1,070
| – | – | 0.04% | 209 |
|
|
2019
Q1 | $84K | Hold |
1,070
| – | – | 0.04% | 213 |
|
|
2018
Q4 | $74K | Sell |
1,070
-260
| -20% | -$18K | 0.04% | 214 |
|
|
2018
Q3 | $111K | Hold |
1,330
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $108K | Hold |
1,330
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $103K | Hold |
1,330
| – | – | 0.05% | 169 |
|
|
2017
Q4 | $106K | Hold |
1,330
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $102K | Sell |
1,330
-76
| -5% | -$5.83K | 0.05% | 165 |
|
|
2017
Q2 | $104K | Buy |
+1,406
| New | +$104K | 0.05% | 145 |
|