WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $530K | Sell |
5,201
-48
| -0.9% | -$4.89K | 0.18% | 87 |
|
|
2020
Q4 | $453K | Sell |
5,249
-303
| -5% | -$26.2K | 0.16% | 89 |
|
|
2020
Q3 | $374K | Buy |
5,552
+400
| +8% | +$26.9K | 0.17% | 83 |
|
|
2020
Q2 | $342K | Hold |
5,152
| – | – | 0.16% | 101 |
|
|
2020
Q1 | $283K | Sell |
5,152
-2,438
| -32% | -$134K | 0.28% | 23 |
|
|
2019
Q4 | $650K | Hold |
7,590
| – | – | 0.38% | 21 |
|
|
2019
Q3 | $607K | Buy |
+7,590
| New | +$607K | 0.32% | 30 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 72 |
|