Ten Capital Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $125K | Hold |
1,677
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $120K | Buy |
1,677
+1,649
| +5,889% | +$118K | 0.04% | 149 |
|
|
2022
Q4 | $1.91K | Hold |
28
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $2K | Sell |
28
-9,356
| -100% | -$668K | ﹤0.01% | 365 |
|
|
2021
Q2 | $759K | Sell |
9,384
-1,943
| -17% | -$157K | 0.17% | 84 |
|
|
2021
Q1 | $887K | Sell |
11,327
-857
| -7% | -$67.1K | 0.22% | 73 |
|
|
2020
Q4 | $880K | Sell |
12,184
-16
| -0.1% | -$1.16K | 0.25% | 70 |
|
|
2020
Q3 | $729K | Buy |
+12,200
| New | +$729K | 0.25% | 64 |
|