Ten Capital 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
Q2 | $466K | Buy |
4,350
+3,679
| +548% | +$394K | 0.14% | 61 |
|
|
2023
Q1 | $69K | Buy |
+671
| New | +$69K | 0.02% | 197 |
|
|
2021
Q3 | – | Sell |
-7,296
| Closed | -$769K | – | 499 |
|
|
2021
Q2 | $769K | Sell |
7,296
-1,494
| -17% | -$157K | 0.17% | 83 |
|
|
2021
Q1 | $895K | Sell |
8,790
-272
| -3% | -$27.7K | 0.22% | 72 |
|
|
2020
Q4 | $782K | Hold |
9,062
| – | – | 0.22% | 72 |
|
|
2020
Q3 | $611K | Buy |
+9,062
| New | +$611K | 0.21% | 67 |
|