Tradition 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-410
| Closed | -$45K | – | 1109 |
|
2022
Q1 | $45K | Hold |
410
| – | – | 0.01% | 539 |
|
2021
Q4 | $45K | Hold |
410
| – | – | 0.01% | 550 |
|
2021
Q3 | $42K | Hold |
410
| – | – | 0.01% | 546 |
|
2021
Q2 | $43K | Hold |
410
| – | – | 0.01% | 565 |
|
2021
Q1 | $42K | Buy |
410
+36
| +10% | +$3.69K | 0.01% | 471 |
|
2020
Q4 | $32K | Buy |
+374
| New | +$32K | 0.01% | 493 |
|