Smith & Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,800
| Closed | -$214K | – | 43 |
|
|
2017
Q3 | $214K | Hold |
2,800
| – | – | 0.1% | 39 |
|
|
2017
Q2 | $208K | Hold |
2,800
| – | – | 0.1% | 57 |
|
|
2017
Q1 | $208K | Hold |
2,800
| – | – | 0.1% | 51 |
|
|
2016
Q4 | $203K | Buy |
+2,800
| New | +$203K | 0.11% | 43 |
|
|
2014
Q1 | – | Sell |
-800
| Closed | -$46K | – | 118 |
|
|
2013
Q4 | $46K | Hold |
800
| – | – | 0.03% | 110 |
|
|
2013
Q3 | $43K | Buy |
+800
| New | +$43K | 0.03% | 117 |
|