Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,834
| Closed | -$304K | – | 126 |
|
|
2023
Q2 | $304K | Hold |
2,834
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $291K | Hold |
2,834
| – | – | 0.07% | 109 |
|
|
2022
Q4 | $286K | Buy |
+2,834
| New | +$286K | 0.07% | 111 |
|
|
2017
Q4 | – | Sell |
-2,746
| Closed | -$210K | – | 147 |
|
|
2017
Q3 | $210K | Sell |
2,746
-122
| -4% | -$9.33K | 0.08% | 130 |
|
|
2017
Q2 | $213K | Sell |
2,868
-226
| -7% | -$16.8K | 0.08% | 140 |
|
|
2017
Q1 | $230K | Buy |
3,094
+50
| +2% | +$3.72K | 0.1% | 124 |
|
|
2016
Q4 | $221K | Hold |
3,044
| – | – | 0.1% | 130 |
|
|
2016
Q3 | $202K | Buy |
+3,044
| New | +$202K | 0.09% | 139 |
|