Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,220
| Closed | -$451K | – | 169 |
|
|
2020
Q1 | $451K | Buy |
8,220
+484
| +6% | +$26.6K | 0.06% | 117 |
|
|
2019
Q4 | $660K | Buy |
7,736
+522
| +7% | +$44.5K | 0.07% | 117 |
|
|
2019
Q3 | $577K | Sell |
7,214
-264
| -4% | -$21.1K | 0.06% | 132 |
|
|
2019
Q2 | $596K | Buy |
7,478
+3,170
| +74% | +$253K | 0.06% | 129 |
|
|
2019
Q1 | $338K | Buy |
+4,308
| New | +$338K | 0.04% | 172 |
|