Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20K | Hold |
160
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $19.8K | Hold |
160
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $18.2K | Hold |
160
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $18.9K | Sell |
160
-6
| -4% | -$710 | ﹤0.01% | 409 |
|
|
2023
Q4 | $18.9K | Hold |
166
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $16.8K | Hold |
166
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $17.8K | Hold |
166
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $17.1K | Hold |
166
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $16.7K | Buy |
166
+6
| +4% | +$605 | ﹤0.01% | 434 |
|
|
2022
Q3 | $15K | Hold |
160
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $15K | Hold |
160
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $18K | Hold |
160
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $18K | Hold |
160
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $16K | Hold |
160
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $17K | Sell |
160
-3,095
| -95% | -$329K | ﹤0.01% | 434 |
|
|
2021
Q1 | $16 | Buy |
3,255
+3,095
| +1,934% | +$15 | ﹤0.01% | 444 |
|
|
2020
Q4 | $14K | Hold |
160
| – | – | ﹤0.01% | 444 |
|
|
2020
Q3 | $11K | Hold |
160
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $11K | Hold |
160
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 445 |
|
|
2019
Q4 | $14K | Buy |
+160
| New | +$14K | 0.01% | 425 |
|