SkyOak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,015
| Closed | -$433K | – | 240 |
|
|
2020
Q4 | $433K | Sell |
5,015
-35
| -0.7% | -$3.02K | 0.13% | 137 |
|
|
2020
Q3 | $341K | Sell |
5,050
-108
| -2% | -$7.29K | 0.12% | 142 |
|
|
2020
Q2 | $343K | Sell |
5,158
-24
| -0.5% | -$1.6K | 0.13% | 164 |
|
|
2020
Q1 | $284K | Buy |
+5,182
| New | +$284K | 0.15% | 163 |
|