WealthSource Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $325K | Hold |
|
|||||
|
2023
Q3 | $287K | Hold |
|
|||||
|
2023
Q2 | $305K | Sell |
|
|||||
|
2023
Q1 | $315K | Buy |
|
|||||
|
2022
Q4 | $289K | Sell |
|
|||||
|
2022
Q3 | $306K | Sell |
|
|||||
|
2022
Q2 | $338K | Sell |
|
|||||
|
2022
Q1 | $444K | Sell |
|
|||||
|
2021
Q4 | $461K | Hold |
|
|||||
|
2021
Q3 | $430K | Sell |
|
|||||
|
2021
Q2 | $537K | Sell |
|
|||||
|
2021
Q1 | $538K | Hold |
|
|||||
|
2020
Q4 | $456K | Sell |
|
|||||
|
2020
Q3 | $420K | Hold |
|
|||||
|
2020
Q2 | $415K | Sell |
|
|||||
|
2020
Q1 | $633K | Sell |
|
|||||
|
2019
Q4 | $2.92M | Sell |
|
|||||
|
2019
Q3 | $3.23M | Buy |
|
|||||
|
2019
Q2 | $2.19M | Buy |
|
|||||
|
2019
Q1 | $1.37M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $324K | Sell |
|
|||||
|
2017
Q3 | $367K | Sell |
|
|||||
|
2017
Q2 | $403K | Sell |
|
|||||
|
2017
Q1 | $453K | Sell |
|
|||||
|
2016
Q4 | $2.52M | Sell |
|
|||||
|
2016
Q3 | $2.89M | Sell |
|
|||||
|
2016
Q2 | $5.48M | Buy |
|
|||||
|
2016
Q1 | $387K | Buy |
|