SWM
Strategic Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,710
| Closed | -$1.07M | – | 25 |
|
|
2017
Q4 | $1.07M | Hold |
6,710
| – | – | 1.08% | 18 |
|
|
2017
Q3 | $1.03M | Sell |
6,710
-879
| -12% | -$134K | 1.42% | 15 |
|
|
2017
Q2 | $1.13M | Buy |
7,589
+160
| +2% | +$23.8K | 1.91% | 15 |
|
|
2017
Q1 | $1.1M | Sell |
7,429
-11,098
| -60% | -$1.65M | 1.5% | 16 |
|
|
2016
Q4 | $2.69M | Buy |
+18,527
| New | +$2.69M | 2.76% | 18 |
|